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 is open to everyone, including non-Wharton alumni, men and women.
Members: $0, Non-members $10
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About the Speaker
Jill B. Steinberg, MBA, CDFA®
Managing Director & Partner, Beacon Pointe Advisors
Jill Steinberg has over 30 years of investment advisory and banking experience. Prior to joining Beacon Pointe Advisors as a Managing Director and Partner, she founded her own firm, Walden Capital Advisors. Jill enjoys helping her clients achieve their goals and live their best lives. She is passionate about empowering women both personally and professionally and is an active
member of Beacon Pointe’s Women’s Advisory Institute. Jill is also a member of the Forum of Executive Women in Philadelphia. She has been recognized multiple times as a Five Star Wealth Manager in an independent survey based on client satisfaction and published in Philadelphia magazine.
Jill graduated cum laude from Princeton University with a degree in Economics and earned an MBA with distinction in Finance and Real Estate from the Wharton School of the University of Pennsylvania. She also holds the Certified Divorce Financial Analyst (CDFA®) designation. Jill serves on boards and investment committees for several local Philadelphia non-profits (including Live Like Blaine, a nonprofit she founded in her daughter’s honor that instills leadership skills in young female athletes). Jill also serves on the Harlem Lacrosse Philadelphia Advisory Board and Princeton Club of Philadelphia board. She also serves on the Investment Committees for Girl Scouts of Southeastern Pennsylvania and Main Line Reform Temple.
Despite being a Princeton graduate, Jill and her husband and daughter are long time fans and season ticket holders of Penn Men’s Basketball.
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Members $0, Non-Members $10
Interviewed by Meesh Pierce WG98, W'93
Meesh Pierce, W'93 WG'98
Start time: 12:00 p.m. PDT
End time: 01:15 p.m. PDT
Venue: Online event
Wharton Club of Chicago Members: $20/session, Non-members (including Wharton Club of Southern California): $35/session
The four sessions are designed to provide critical insights and guidance across the following four areas:
OCMBA: Behind the Business: Virtual Tour of SoFi Stadium and Entertainment District – Aug. 26, 6:30 pm
Emad Hasan shares profitable lessons in data from Facebook, PayPal and his customer lifetime value company, Retina.
Marketing Mondays is a tri-weekly group for Wharton alumni working in marketing. In each one-hour Zoom meeting, we will discuss the current issues we are facing in marketing and help each other access the resources and connections we need to be successful.
Marketing Mondays is led by Dan Smith W ’86 and UCLA MBA ’90.
We will email the Zoom link to attendees the morning of the event.
Wharton So Cal members: FREE
(When registering, the attendee designation field is your job title; please include this in the text field for attendee designation when registering).
Join the Penn Club of Orange County for an evening of exploring Penn sights and landmarks! Participate in an interactive live guessing game as we make our way through campus, spotting some of the highlights and seeing some friendly faces. Gather your families around the computer for this fun and informational session.
Location: Virtual Event via Zoom (Free Event!)
Members: $0, Non-members $0