Sept. 12, 2012: 'Women and Investing for the Future' with Marie Murdock and Jo Michalski

by Michelle Saport  |   

Wednesday, Sept. 12, 6-7:30 p.m. UAA/APU Consortium Library, Room 307 Do you want to get a better handle on investing for the future? Figure out how you can plan for your retirement, take care of your family needs and still give back to the community? Please join UAA and the U-Med Collaborative for a special series on Life and Estate Planning beginning Sept. 12.

The first seminar is "Women and Investing for the Future" with speaker Marie Murdock, CRPC, VP-Investments, Wealth Advisor UBS Financial Services Inc. and special guest Jo Michalski.

Marie and Jo will discuss information on the following critical topics for women:

  • Finances
  • Budgeting
  • Investing
  • Philanthropy

Parking is complimentary. Cookies and coffee will be provided.

Feel free to invite your partner as the information will be beneficial to all who want to achieve financial independence. Email or call (907) 786-1887 to reserve your seat. Space is limited, so R.S.V.P. today.

About the speakers:

Marie Murdock works in the Anchorage office of UBS Financial Services Inc. where she provides wealth management consulting services for her clients and their families. Marie has 14 years experience in the financial services industry, is a graduate of California State University Fresno, with a B.S. in business, and holds the Chartered Retirement Planning Counselor designation and the UBS Wealth Advisor designation. Marie has served as treasurer for the YWCA of Anchorage and was chosen as one of Alaska's Top 40 Professionals Under 40 from the Anchorage Chamber of Commerce. Outside of her professional responsibilities, Marie donates time instructing financial classes through the YWCA and Girl Scouts of Anchorage, specifically geared toward pre-teen girls and women.

Jo Michalski is a retired Anchorage entrepreneur, having founded and run a number of successful retail businesses in Anchorage. Jo was the 1997 recipient of the Anchorage ATHENA Award, one of 50 YWCA National Women Entrepreneur Award recipients in 1998, the 1998 recipient of the AFRP Small Business in Philanthropy Award and the 1999 Anchorage Chamber of Commerce Gold Pan Award recipient. She is a YWCA Woman of Achievement. In 2011, she received the UAF Alumni Achievement Award for Business and Professional Excellence. Jo and her husband Peter received the AFRP Philanthropists of the Year Award in 2006. Jo has chaired numerous non-profit boards including The League of Women Voters Fairbanks, Anchorage YWCA and the Alaska Community Foundation. She was a charter member of the Alaska Junior Theater Board and has served on the boards of Campfire, Out North, the Anchorage Chamber of Commerce and APTI Public Radio and Television. She served on the UAA 50th Anniversary Capital Campaign Steering Committee and as a Chair of the UAA College of Fellows. She currently serves on the Capital Campaign Committee for the Homer Pratt Museum, board of directors for the Bunnell Arts Center in Homer, APRN Speaker's Series Steering Committee and UAA College of Arts and Sciences Advisory Board. Jo also currently chairs the University of Alaska Foundation's Board of Trustees.

About the host:

The U-Med collaborative includes Alaska Public Telecommunications Inc., Providence Alaska Foundation, University of Alaska Anchorage and the Healthy Alaska Natives Foundation. We aspire to promote financial well-being and philanthropy to better our community and our state.

Upcoming programs in this series include:

Nov. 7: Estate Planning for Non-Traditional Families presented by Steven Mahoney, Manley & Brautigam, P.C. 6-7:30 p.m., Providence East Auditorium

Jan. 30: Are You Ready to Retire? presented by Karen Jordan, Alaska Pension Services 6-7:30 p.m., UAA/APU Consortium Library, Room 307

March 26: Complex Estates presented by Maribeth Conway, Conway Law Firm 6-7:30 p.m., Providence East Auditorium

May (TBD): Defining Your Legacy a panel discussion hosted by Susan Foley, Foley and Foley, and Laurie Wolf, Foraker Group 6-7:30 p.m., UAA/APU Consortium Library, Room 307

Email or call (907) 786-1887 to reserve your seat. Space is limited, so R.S.V.P. today.

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