Passed event: Collaborative WIM: Women, Money, and Power: From a Psychological Perspective, 9.9.2021

Members event

date & time

09/09/2021 11:00pm

Attendance fee: free

CFA Society Oklahoma is hosting this Collaborative WIM Initiative event, themed “Women, money and power”. This discussion concentrates on the psychological relationships that we all have with money, and why it is so important to come to terms with, and take responsibility for, not just our finances but also our psychological relationship to our finances and money. Our own histories and feelings about money have a huge impact on how we think about using it and sharing it. This is going to be a discussion to help you think a bit about your own relationships with money- to try and make the underlying thoughts and feelings a bit more conscious.

Schedule

  • Introductions

  • Fireside Chat with Marilyn Wechter, Moderated by Déla Hoyi (Includes breakout room discussions with other event participants)

  • Q&A with Marilyn

  • Closing remarks

 

speakers

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Marilyn Wechter is a psychotherapist and wealth counselor in private practice. In her specialty area of wealth counseling, she focuses on topics relating to money, wealth and the stressors associated with them. Her work addresses a variety of issues, such as: women, money and power; privilege and parenting; psychological considerations in estate planning; and the uses of philanthropy. She meets with individuals, families and mutigenerational groups to provide counsel about the complex psychological dynamics surrounding wealth.

Marilyn also works directly with estate lawyers and planners, financial and investment advisors, and executive coaches. Based in St Louis Missouri, she works with individuals and institutions around the country. Marilyn taught at the Brown School of Social Work at Washington University and at Webster University, both in St. Louis.

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As moderator for the evening, Déla Hoyi is a senior economist and advisor for the federal government of Canada. She has experience in public policy research and analysis, public programs design, portfolio management, financial management and government decision-making. In all her endeavors, she strives for positive contributions. After her bachelor’s degree with honors in mathematics and economics, followed by a master’s degree in economics, she took on a challenge and completed the requirements of the Chartered Financial Analyst (CFA) designation. CFA charterholder from 2016 to 2019 and past board member of the CFA Society Ottawa, Déla is an ally to the CFA Societies women in investment management initiatives.

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