Females and Finance Community

Let's Learn Together During Black History Month Amy Sherald is an American painter. She works mostly as a portraitist depicting African Americans in everyday settings. Her style is simplified realism, involving staged photographs of her subjects. Learn More Here: https://lnkd.in/efuzVixG #BlackHistoryMonth #BlackHERstoryMonth #SupportDEI #FemalesAndFinance

As an organization, we want to add some words around the post shared by Peggy Haslach, CFP®,CLU® of Planning for Good, LLC when it comes to DEI. DEI (Diversity, Equity, and Inclusion) is not illegal; in fact, it aligns with fundamental legal and ethical principles that have long been recognized in society. Laws such as the Civil Rights Act, the Americans with Disabilities Act, and the Equal Pay Act exist to ensure fairness, prevent discrimination, and create opportunities for all individuals, regardless of their background. DEI initiatives do not violate the law—they reinforce the values of equal opportunity and help organizations cultivate environments where everyone can thrive. Furthermore, beyond legality, we have a moral obligation to help others. Societies function best when people uplift one another rather than leaving others behind. Equity ensures that individuals have access to the same opportunities, even if they start from different circumstances. Inclusion fosters a sense of belonging and allows for diverse perspectives that strengthen communities and workplaces alike. At its core, DEI is about fairness, dignity, and respect—values that most people agree should be upheld. While there may be debates about specific approaches to DEI, the fundamental principle remains the same: ensuring that everyone has a fair chance to succeed is not only legal but also the right thing to do. Females and Finance SUPPORTS DEI. We want there to be no misinterpretation or misrepresentation when it comes to our organization's full support of diversity needs and efforts within financial services and financial technology. https://lnkd.in/gfTr-hD2

Let's Learn Together During Black History Month 🫱🏿🫲🏾 Ruth E. Carter is an American costume designer for film and television, with over 40 films to her credit, who is widely regarded as having mastered the look of multiple periods and genres in envisioning the clothing and overall appearance of a character or performer. You can learn more about this amazing designer here: https://lnkd.in/eZFx4X87 #BlackHistoryMonth #BlackHERstoryMonth #BetterTogether #FemalesAndFinance

🌙🐉✨ Happy 2025 Lunar New Year! ✨🐉🌙 As we welcome the Year of the Snake, may this year bring you wisdom, prosperity, and new opportunities to grow personally and professionally. 🌿💡 In the spirit of renewal and success, let’s continue to support, uplift, and empower one another—because together, we are unstoppable! 💪💰💖 Wishing you abundance, joy, and success in all you do. How are you celebrating this Lunar New Year? Drop your traditions and wishes in the comments! ⬇️🎊 #LunarNewYear2025 #YearOfTheSnake #FemalesAndFinance #Empowerment #Prosperity

Nominations are now open for the 19th annual Invest in Others Charitable Foundation Awards, which recognizes advisors for giving back to nonprofits in their communities. Through this program, we recognize and amplify the charitable work of financial advisors in addition to providing critical funding to the nonprofit they support. Finalists will each receive donations of $25,000. Award recipients will receive $60,000. The Lifetime Achievement Award recipient will receive $100,000! Visit their Awards page to learn more about the process and begin your nomination today! Nominations are due no later than 3/21. https://lnkd.in/d_-AaAQ

The InvestmentNews Awards offer a unique platform to recognize outstanding professionals and firms who have made a significant impact on the wealth management industry. Ensure your hard work and achievements in the wealth management industry receive the recognition they deserve. Nominate today and let your success take center stage at the InvestmentNews Awards! (P.S. The Females and Finance Community won last year for DEI Organizational Effort of the Year! Now, it's your turn to make those winners shine!) https://lnkd.in/gHtsatet

Congratulations to long-time Females and Finance Community member, Dan Bolton, on joining Wealth.com! 👏🏼👏🏼👏🏼 We may be a bit biased at F&F, but we feel Rafael Loureiro made the right call in having you join their expanding firm. (BTW - Congratulations also on your $30M Series A Funding Raise! Woot!) Everyone can read Dan and Wealth.com's good news in this InvestmentNews article: https://lnkd.in/g3jw98mp

Thank you to Girlboss for their newsletter today, "🤐 DEI isn’t a dirty word!" Last week, Trump rolled back 60 years of equal-opportunity employment in one day, a major blow to DEI. ICYMI, he put all federal DEI staff on paid leave (to be fired), and now major companies like Amazon, Meta, Target, and Walmart are scaling back their DEI programs too. Is this the end of workplace diversity as we know it? Well, yes and no. (Read this CNN article for reference points: https://lnkd.in/eFTREJzZ ) Read more here: https://lnkd.in/gD_PSuUX Of interest: Peggy Haslach, CFP®,CLU® Stoy Hall, CFP® Clare Dubé, CFSW Kristin Carleton Matt Halloran Katie Kimball Dyer Sheryl Hickerson

Join us at the largest women’s conference. This FA Magazine event is where thought leadership surrounding holistic financial planning and networking opportunities converge amidst the exhilarating backdrop of Boston in the Spring. Unlock your early bird discount, register by 1/31/2025. Use the code EARLY25 at checkout.  https://lnkd.in/gXAEmwgd cc: Trisha White Charlie Stroller Sheryl Hickerson

Please be sure you are following and connecting with Elliott Appel, CFP®, CLU®, RLP® of Kindness Financial Planning. Each week - Elliott shares tips, reflections, and a lot of "Have You Thought About ...?" content that is of course, delivered with kindness. Thank you to Elliott for being a long-time member of our F&F community, but most importantly for the work he does in the most human way possible. We see you, friend. 🩷 https://lnkd.in/gH6_sEHg