Money Matters

Money Matters

A Webinar Series for Providence College Alumni

The Providence College Money Matters webinar series provides guidance on money management and planning through different life stages. Sponsored by the Office of Institutional Advancement, Money Matters is offered through Friar T.I.E.S. virtual programming exclusively for PC alumni.  

Upcoming Events

This year, to honor 50 years of Women at Providence College, our series is for women by women, featuring three women Friars who are experts in the field of finance. Join us for a conversational series that walks through and unpacks finance in meaningful ways. 

Featuring Our Expert Panelists:    

  • Kathleen Entwistle ’87, ’15P,’17P CFP®, CDFA®, private wealth advisor, managing director, Entwistle Partners, Morgan Stanley Private Wealth Management Read bio >
  • Maggie Johndrow ’10 - financial advisor, Johndrow Wealth Management – Farmington River Financial Group Read bio > 
  • Barbara Bilello ’94 wealth advisor, Regent Atlantic Capital, LLC Read bio > 

Past Events

Session IV
Women and Finance for Young Friars  
6 p.m. ET | Wednesday, Feb. 16, 2022

In our fourth session of the Money Matters series, we discuss how to make financial decisions regarding investing, retirement planning, etc. 

Session III
Estate Planning and Philanthropy 
6 p.m. ET | Wednesday, Jan. 19, 2022 

In this third session of the Money Matters series, our discussion will revolve around the importance of estate planning and how to build philanthropy into your long-term financial plan. 
Join us to hear financial experts — all PC alumni — provide insight as we discuss finance in practice.  

Session II
Intelligent Investing for Women 
6 p.m. ET | Wednesday, Dec. 15, 2021 

In our second session of the Money Matters series, we will be unpacking a 401K statement, following the trends of popular stock, and discussing the things one needs to think about for the future. 
Join us to hear financial experts — all PC alumni — provide insight as we discuss finance in practice.   

Session I
Demystifying Finance for Women
6 p.m. ET | Wednesday, Nov. 17, 2021  

In our first session of the series, we explored the lay of the financial land (explanations of the basics of finance – stocks, bonds, market, etc.) and how it all impacts our nation’s economy and our own daily lives.

The Retirement Stage 
Preparing for the transfer of wealth  
6 p.m. ET | Wednesday, Nov. 18, 2020  

It may be true that “love makes the world go ’round,” but it is equally accurate that money matters. Join financial and legal experts for insights into managing investments to generate income, options for reducing taxes during retirement, the importance of putting your financial and estate planning documents in order, and philanthropic giving. The session will provide valuable insights for alumni, including those with parents or other relatives at retirement age. 

Featured panelists:    

  • Deborah DiNardo, Esq. ’78, Orson & Brusini Ltd.
  • Lydia P. Sheckels ’75, Partner, CIO Emeritus & Senior Financial Advisor with Wescott Financial Advisory Group LLC Read bio > 

The Empty Nest Stage 
Assessment and realignment 
6 p.m. ET | Tuesday, Jan. 19, 2021

Whether your “nest” is a physical home empty of grown children, or one that is slowly emptying of the stresses that come with a mortgage and full-time work, money matters now more than ever. Our financial and legal experts will address tax planning, long-term care insurance, complete estate and financial plans, and philanthropic giving. 

  • Kathleen Entwistle ’87, ’15P, ’17P CFP®, CDFA®, private wealth advisor, managing director, Entwistle Partners, Morgan Stanley Private Wealth Management Read bio >
  • Deborah DiNardo, Esq. ’78, Orson & Brusini Ltd.

The Family & Career Building Stage 
Protecting family and growing assets
6p.m. ET | Thursday, Feb. 18, 2021

At this financial life stage, you are establishing yourself in your career, perhaps considering expanding your family and setting goals for your future. Join us for this session of “Money Matters,” where financial and legal experts will provide insights about budgeting for short and long-term goals, demystifying debt, estate planning, and philanthropy.

Featured panelists:    

  • Kevin Entwistle ’15, CFP®, CEPA®, CRPC®, private wealth advisor, Entwistle Partners, Morgan Stanley Private Wealth Management  Read bio >
  • Elizabeth O. Manchester ’02, Esq., counsel, Partridge Snow & Hahn LLP Read bio >

The First Income Stage 
Budgeting to generate savings 
6 p.m. ET | Tuesday, March 16, 2021

Welcome to “real life,” the place you have been dreaming about. As you are learning these days, networking matters, support systems matter, and money matters. Join us to hear financial experts — all PC alumni — provide insight into budgeting and saving, debt reduction, credit building, investing, estate planning, and philanthropy.   

Featured panelists:

  • Kathleen Entwistle ’87, ’15P, ’17P CFP®, CDFA®, private wealth advisor, managing director, Entwistle Partners, Morgan Stanley Private Wealth Management Read bio >
  • Kevin Entwistle ’15, CFP®, CEPA®, CRPC®, private wealth advisor, Entwistle Partners, Morgan Stanley Private Wealth Management  Read bio >

For more information about this series, or to discuss including Providence College in your estate plans, please contact:

Andrea Krupp, Esq.
Director, Planned and Estate Giving
Phone: 401.865.2451
Email: akrupp@providence.edu