As part of Stanford Investment Group, Inc.'s mission statement to engage, educate and empower clients, the firm hosted a dinner presentation at Testarossa Winery in Los Gatos on May 17, 2012 led by Kristan Wojnar, RCC(TM) of Mentor Consulting Inc. The evening's topic was "Your True Legacy: It's Not Just Your Value, It's Your Values." The event was geared towards the firm's female clients with opening remarks by Helen Dietz, President of Stanford Investment Group, Inc. who acknowledged, "While we work to create your investment plan and manage your portfolio assets, as well as guide you through the complex events in your life, we spend little time on the intangible side of what this wealth is for."
Kristan Wojnar has specialized in researching, developing and speaking on value-added financial services programs to investor audiences since 1999. While her passion is the female investor, as a Registered Corporate Coach (RCC(TM)) Kristan focuses on relationships and communication skills to establish long lasting, powerful connections.
It has been established that fundamental differences exist between men and women in terms of how they behave, think, act and speak. It is not surprising that men and women have different attitudes about money and investing. Wojnar elaborated, "In general when women think about money, they are more VALUES-focused. On the other hand, when men think about money and investing, they are usually more goal-focused. Research shows that the two words women associate with money or wealth are SECURITY and FREEDOM. Said another way, the majority of women focus on the intangibles of what investing does for them, whereas the majority of men focus on the tangibles."
Wojnar went on to say, "As women, we understand how important it is to be good stewards of our money. We work with our financial advisor to build solid financial plans so that we can pass on our tangible legacy. However, what drives us to invest are our values. When we think of wealth, we associate it with intangibles-- security, freedom and independence, for example. Preparing to transfer our intangible legacy is just as important as our tangible legacy, but there is little planning that goes into it. Creating a personal legacy document is the ideal way to balance both."
A personal legacy workbook Wojnar developed in conjunction with Third Quarter(TM) Advisers was provided to clients at the event, as a resource to get them started documenting the experiences, values and beliefs that they would like to impart to future generations. Idea starters in the workbook included questions about what legacy means to each individual, plus exercises to link generations together.
The firm hosted the presentation as part of a continuing series of events commemorating Stanford Investment Group, Inc.'s 30 year anniversary in 2012.
Stanford Investment Group, Inc., an independent investment advisor and broker-dealer located in California's Silicon Valley, has 30 years of experience guiding clients through many economic cycles and market changes.
For more information visit the Stanford Investment Group, Inc. website at: http://www.stanfordinvestment.com
Stanford Investment Group, Inc. an SEC Registered Investment Advisor and FINRA member Broker/Dealer, is not affiliated with Stanford University.
© Third Quarter Advisers
The views, opinions and/or materials presented at the May 17, 2012 Presentation are solely those of the speaker, Kristan Wojnar, RCC(TM) of Mentor Consulting Inc. Statements represented in this material are expectations or beliefs of future events and involve known or unknown uncertainties and risks which could cause actual results, performance and events to differ materially from those expressed or implied in this material. Investing involves risk. Past performance does not guarantee future results. Investment returns and principal value of an investment will fluctuate.
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