CWEPC - Spring Membership Meeting
The health and safety of our members are our highest priority. Our next CWPEC membership meeting will be held via Zoom, please find the link below:
https://us04web.zoom.us/j/76359427594?pwd=TFo4Ty9JNUtXd0FDeE1tY2ZyYWRMdz09
Meeting ID: 763 5942 7594
Password: 032549
We will have Mandy DeCino speak about The CLUB HopeWest and what it has to offer seniors in our community. Mandy has an undergraduate degree in Exercise Physiology and Nutrition and a Masters Degree in Business (MBA). Prior to working at HopeWest, Mandy owned her own businesses, mostly in real estate and wellness. Mandy was introduced to HopeWest as one of the founding members of the NextGen Board and fell in love with the heart and mission of HopeWest. In early 2018 Mandy began working at the Grand Junction Heirlooms and Charmed store as the Creative Design Manager. In June 2019, Mandy joined The CLUB team as the Assistant Director. Her main responsibilities are business development, planning and marketing of the CLUB, as well as membership engagement and recruitment, and community education.
We also will have Kit Mac Nee, CFP, CRPC, AEP here to present on Behavioral Finance. Kit joined Morgan Stanley as a Financial Advisor in Pasadena, CA in 2013. Prior to joining Morgan Stanley, she was with Merrill Lynch Wealth Management for nearly nine years. On her way to becoming a CERTIFIED FINANCIAL PLANNER™, Kit served a community foundation in Southern California as its Director of Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, she uses her financial-planning proficiency to serve as a volunteer, board member, and consultant to guide families and charities toward more secure financial futures. Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling to visit family, including trips to Detroit, her original hometown. She lives in Santa Monica, California and travels throughout Southern California and the U.S. to support clients as well as the community groups she works with. Her volunteer work continues as a board member for the NAEPC and St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving® from California State University Long Beach, American Institute of Philanthropy in 2001, and became a CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner® designee in 2013.
