May Breakfast -
"When the Going Gets Rough . . .
Becoming an Informed Woman in Tough Times”
  
with
Carlee Harmonson & Carolyn Konecki
on
Thursday, May 22, 2008
Breakfast - 7:30 - 9:00 AM
Handlery Hotel 
950 Hotel Circle North in Mission Valley
(one block west of the Town & Country)
$25 Members* / $30 Non-members
*Including those who join at this meeting and those attending their first or second PWF event
Feeling a bit confused with the housing market going downhill while prices seem to be going straight up? Dealing with unexpected roadblocks and a map that is way out-of-date? Need to make a “U” turn somewhere but not sure where – or even if you can?
Can you read the signs during these tough times and are you comfortable you know what you should about insurance, retirement savings, and estate planning? Informed women know there are no stupid questions on the road of life, and especially when the road gets a bit bumpy, we all need to know:
• How insurance is priced and what kinds to have
• What estate planning documents are absolutely necessary
• How to determine what is required for a comfortable retirement
• What options are available when doing financial planning for our families
Fortunately, two experts in the financial field, both active members of PWF, are here to help.
 
Carlee Harmonson is a Vice President and the Regional Director-Personal Trust of the Wealth Management Group of the Private Bank in San Diego. She is a veteran of the trust business, having formerly been with First National Bank for over five years and prior to that with Danielson Trust Company and its predecessor HomeFed Trust for more than 14 years. She currently manages the Wealth Management Group of the Private Bank for Union Bank, which utilizes her unique background of over 25 years of experience in both the Personal Trust and Employee Benefit Plans area. Prior to joining Danielson Trust, Carlee headed her own pension-consulting firm in Sacramento. She also managed the Woolley Corporation in Contra Costa County. Carlee’s combined experience with Personal and Employee Benefit Trust as a trust officer and consultant span more than twenty-five years. She is a graduate of the University of California at Davis, where she earned her Bachelor of Arts degree in Sociology. She also holds the professional designation “Certified Retirement Services Professional”. Carlee is a member of many boards and foundations and is a founding member of Professional Women’s Fellowship.
Carolyn Konecki is a Personal Lines Sales Agent and Vice President of Konecki Insurance, an independent insurance brokerage founded by her husband, John Konecki, in 1990. They are committed to building relationships, educating their valued customers and providing exceptional service for personal and commercial insurance products. Carolyn’s focus is conducting thorough annual personal insurance reviews (for home, auto and umbrella insurance), to make sure that each client is properly covered and their assets are fully protected. Prior to joining Konecki Insurance, Carolyn was the owner and principal of SeaCoast Marketing & Design, a marketing and graphic design firm based in San Diego. She built the agency up from just herself to a thriving business with ten employees before selling it in 1990. A graduate of USC with a degree in business management, Carolyn serves as Treasurer of Professional Women’s Fellowship.
We encourage you to invite your business associates and friends who need this information as much as you do! Confirm your reservations by Monday, May 19, with an e-mail to RSVP@pwfsd.org.
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