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Life throws a lot of curve balls, and it’s wise to be prepared. Whether you’re planning for your retirement, facing a potential divorce, or are experiencing the loss of a spouse, your financial situation changes dramatically in each case. Jill Broder Steinberg WG89 is an expert in this space, working very closely with her clients to plan and understand how best to navigate these often-difficult transition seasons. Jill is particularly passionate about working with women who may or may not have fully-understood their financial situation prior to these life transitions. This event was open to everyone, including non-Wharton alumni, men and women, interviewed by Dan Smith W86, 5/5/2021.

“Fireside Chat” before the Oscars. The 1-hour panel followed by a Q&A session featured a diverse group of alumni panelists discussing topics on how they began their careers in entertainment after graduating from Penn, challenges and lessons learned throughout their careers, interesting trends they’ve seeing in the industry, and projects they were working on, interviewed by Simona Shao W19, 4/25/2021

Topic: A discussion about real estate impact investing with Martin Muoto, CEO and Managing Partner of SoLa Impact Fund. Mr. Muoto led a thought-provoking conversation about his insights on improving the lives of residents in LA’s toughest neighborhoods while achieving market rate returns. Mr. Muoto entertained questions in a Q&A session after his remarks., interviewed by Jeannie Vu, 4/16/2021

Topic: Sustainability and How the Business Sector Can Make an Impact. Our panel guests were Cessna Mac, WG19, Head of Portfolio Services at PowerPlant Ventures, and Alex Mitchell WG05, G’05, Senior Vice President at LACI (LA Cleantech Incubator) who discussed what businesses are doing to embrace sustainability and how they can make a more positive impact on the global or local environment, community, society, and economy, interviewed by Alissa Finerman, 4/7/2021

Sharon Kornstein

Topic: Now that Virtual Meetings are the new normal, it’s easy to develop a casual outlook towards dress, along with the ‘work from home attitude’. Wharton alumna Sharon Kornstein, AICI, CIP says visual impressions still matter, and sprucing up before video calls can help you both create a better online image and encourage you be more productive. Additionally, managing video call technology is more important than ever. During this session, Sharon shares tips on what to wear, lighting, background and more during all your upcoming video calls so you can come across as your professional best, interviewed by Meesh Pierce, 3/15/2021

Topic: Jedidiah Collins, CFP, former NFL player, Amazon best-selling author, podcaster, and adjunct professor at Washington State University, shares his insights on financial planning and personal finance for young alumni professionals answering the question, “As young alums entering or re-entering the workforce after graduating from Wharton, how do we manage our assets and invest to build wealth?”, interviewed by Bill Lazor, 3/11/2021

Topic: Tim Eaton WG20, shares his experience joining 15-year old Santa Barbara-based AppFolio. He discusses what the past year at Wharton was like while raising two babies through COVID, advice he has for incoming MBA students, and lessons he’s learned along the way, interviewed by Meesh Pierce, 3/10/2021

Topic: Wharton alumnae Kenna Wyllie Baudin, Lynn J. Jerath, Kelly Breslin Wright, and Ellen Boade walk through their experiences serving on non-profit and corporate boards as well as steps to take to prepare for joining a board, interviewed by Meesh Pierce, 3/3/2021

PJ Chryssostomides, C05

Topic: Pandelis and PJ Chryssostomides C’05, have an established tax and wealth management practice in Southern California and they share about tax planning under the Biden administration including considerations for real estate holdings, impacts to long term capital gains, proposed changes in the inheritance tax, donor-advised funds to offset taxable income, considerations for changing residency to a state like Nevada, Texas, Arizona, Wyoming, Idaho, or Montana, interviewed by Meesh Pierce, 2/26/2021

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