Wednesday September 21st Women of ALPFA Fall 2016 Event:
Women Building Confidence and Wealth!
Women of ALPFA (“WOA”) seeks to empower professional Latinas to reach their full potential through targeted programs, training through a professional development curriculum, and exposure to senior leaders through networking and mentoring opportunities. WOA aims to provide professional Latinas with the tools and road map to strengthen their leadership and management skills, fostering both their professional and personal development.
This event will help women become more financially savvy and confident in planning their financial success. Many women today are faced with challenges and planning for their retirement is often forgotten. We will focus on how to prepare a monthly budget to create savings, how to protect yourself in the event of a catastrophic event, the do’s & don’ts of retirement planning, and how to properly protect your estate.
Maureen Mena, Wealth Advisor, LPL Financial / VP Women of ALPFA
Olga Camargo, Managing Partner, TOROSO Investments, LLC
Jenny Cruz-Pedroza, Estate Planning Attorney, Law Offices of Jenny Cruz-Pedroza
Registration – 5:00pm
Pre-Event Networking – 5:00pm – 5:45pm
Event discussion – 6:00pm – 7:30pm
Networking – 7:30pm – 8:00pm
Corporate Sponsor: Federal Reserve Bank of Chicago
ALPFA Chicago Chapter #ALPFAChicago
Maureen Mena, Wealth Advisor, LPL Financial & V.P. Women of ALPFA
Maureen Mena is a wealth advisor with LPL Financial and has been in the financial services industry since 2004. She began her career soon after graduating from the University of Illinois at Urbana-Champaign with a degree in Finance and Economics. She also majored in Spanish and is bilingual. Maureen prides herself on helping families and business owners to pursue financial freedom and to protect themselves against the financial impact of the unexpected. She endeavors to become a personal lifetime resource for each and every client. Maureen is registered through LPL Financial to offer mutual funds and variable annuities. She received the Life Underwriter Training Council Fellowship (LUTCF) credential from the American College and is a member of the National Association of Insurance & Financial Advisors (NAIFA).
Maureen currently serves on the board of the Association of Latino Professionals for America (ALPFA) as the Vice President of the Women of ALPFA. In this role, Maureen hosts and creates professional events that are designed to provide professional Latinas with the tools and the roadmap to strengthen their leadership and management skills, while fostering both their professional and personal development. She has brought high profile Chicago women leaders, to speak at these events that have provided great insight on professional development. Maureen is also involved in many other Latino & women’s organizations in the Chicago land area.
Maureen lives in the southwest suburbs of Chicago with her husband, Jose and her son, Ariel.
Securities offered through LPL Financial, Member FINRA/SIPC
Olga Camargo, AIF® is Managing Partner at TOROSO Investments, LLC
Olga Camargo, AIF® is Managing Partner at TOROSO Investments, LLC, a registered investment advisor firm. Olga provides investment advisory and retirement plan advisory services to clients that include: high net worth individuals, business owners, public and private corporations, public sector entities, and not-for-profit entities and foundations. Olga holds the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary 360, and is able to effectively implement a prudent investment process for all of her clients.
Olga has 18 years of financial services experience. Prior to joining TOROSO Investments, she was a Senior Vice President at MesirowFinancial co-leading an investment advisory practice where she provided culturally-relevant financial services. Before that, Olga was at JPMorgan Chase's Corporate Economics Group and Thomson Reuters' Editorial Department.
Olga has received national recognition for her professional work as a retirement plan advisor as related to helping the Latino community/workforce become retirement ready. She advocates on the community's behalf and guides plan vendors to better serve it. Olga is frequently called upon by some of the fastest growing businesses and policymakers to provide her unique perspective.
Mayor Rahm Emanuel appointed Olga to The Metropolitan Pier and Exposition Authority Board. She serves on the IL State Treasurer's Hispanic Advisory Council and is Chair-Elect for the Hispanic Alliance for Career Enhancement. She also serves on the Metropolitan Planning Council Board of Governors and its investment committee, and is a member of the Frances Xavier Warde School finance committee, and a member of The Rotary Club of Chicago. Olga was recently selected to be a member of New America Alliance's American Latina Leadership Caucus—an aggregation of 100 influential Latinas across sectors in the U.S. Olga previously served on The Chicago Plan Commission, and as treasurer for the Chicago Cook Partnership Workforce Investment Board.
Jenny Cruz Predroza, Attorney at LAW OFFICE OF JENNY CRUZ PEDROZA
JENNY CRUZ PEDROZA has been licensed to practice law in the State of Illinois since 2001. She has also been admitted before the United States District Court for the Northern District of Illinois. A graduate of The John Marshall Law School in Chicago, Jenny was a Member and Staff Editor of The John Marshall Law Review. Jenny received her Bachelor of Arts in Psychology from DePaul University in 1998.
As a solo practitioner doing business as THE LAW OFFICE OF JENNY CRUZ PEDROZA LLC, Jenny’s areas of concentration are estate planning matters, including Wills, Trusts, Special Needs Trusts, as well as Probate and Guardianship. She serves a predominately Spanish speaking community. The need for Spanish speaking attorneys who concentrate in these areas of the law is great. Jenny regularly holds informational estate planning sessions in the community and her firm’s marketing efforts include radio and TV advertising to bring awareness of the importance of these issues. Many families who have children with disabilities, whether adults or minors, are not armed with all of the options for estate planning and protection of assets when receiving government assistance.
Jenny has held various board positions, most notably, as Secretary of the Puerto Rican Bar Association of Illinois and the Latin United Community Housing Association in Chicago. She is currently a member of WealthCounsel, a nationwide organization of estate planning attorneys, the South Suburban Estate Planning Council of Illinois, the American Bar Association and the Illinois State Bar Association.
Jenny feels that her greatest legal contributions to the community have been imparting the knowledge of the law especially in the areas of estate planning options and special needs planning to those most in need of the information. A great sense of satisfaction is derived when potential clients are first armed with all of the information necessary to make an estate planning choice to protect those they love and who may become vulnerable after their passing.
Jenny is also a mom of three young children, Natalie (Age 8), Ernesto (Age 6) and Maximilian (Age 3).