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Knowing your worth: Creating an action plan for your money and career goals

03
/
20
/
23



Acme, Inc is this event's refreshment sponsor


12pm


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When does the event take place?


The event takes place from September 1st to the 2nd. 


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Virtual Event

Knowing your worth: Creating an action plan for your money and career goals

Women Talk Money welcomes special guest Venus Williams, Grand Slam tennis
champion and entrepreneur, as we talk about advocating for what you’re worth and
steps to taking charge of your financial future.

From recognizing your value and advocating for yourself in the workplace to
taking steps with your money to make sure it's working harder, we'll share
insights and tips to help you build an action plan for your financial future.


Women Talk Money welcomes special guest Venus Williams, Grand Slam tennis
champion and entrepreneur, as we talk about advocating for what you’re worth and
steps to taking charge of your financial future.

Monday
, 
March 
20
, 
2023
12:00pm
 – 
1:00pm
 
ET
Sorry, this event is no longer accepting RSVPs.

Event details 




Special guest Venus Williams joins the Women Talk Money team for a discussion
about knowing, and growing, your worth every day. We’ll share insights about
recognizing your value and advocating for yourself in the workplace and how to
maximize opportunities in career development and earning potential. And how
about what you do with those earnings? We’ll talk about how to build healthy
money habits to help ensure that your money is working as hard as you do.


Join us for additional live education event by registering below





March 8th - 2:00-3:00 p.m. ET

Workshop 1: Five Money Musts - Learn fundamental money concepts to help you
strengthen your financial foundation and build savings for the future.

Register Now




March 9th - 2:00-3:00 p.m. ET

Workshop 2: Invest confidently in your future - Dig into the power of investing
with a session that will help you learn more about different types of
investments and building a long-term plan you can feel confident about.

Register Now




 





Virtual

Speakers




Lorna Kapusta

Head of Women and Customer Engagement, Fidelity Investments

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Venus Williams

Grand Slam tennis champion and entrepreneur

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Sangeeta Moorjani

Head of Tax Exempt and Retirement Solutions, Fidelity Investments

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Ryan Viktorin

Vice President and Financial Consultant, Fidelity Investments

 


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Upcoming events




Please register for each event you would like to join.


March 22, 2023


12:00-12:45 p.m. ET

A step-by-step guide to five of the most popular ways to invest


Learn about five ways to invest (a brokerage account, IRA, 529, healthcare
savings account, and digital advisor) that could help you get closer to what you
want—whether it’s a dream retirement, doing something special for yourself or
someone else, or even just giving your money the potential to grow.




Register now

march 23, 2023


12:00-1:00 p.m. ET

Managing your money in today’s complex environment


Once you’ve covered the basics, go deeper into the principles of an informed
investment strategy and steps to developing a plan to help meet the needs of
your individual goals.




Register now

march 28, 2023


12:00-1:00 p.m. ET

What I wish I'd known sooner about my money: Financial tips from women who've
been there

Join women from across Fidelity who'll share their best insights—tips and money
moves you can make at every stage of your career to help your money work harder.




Register now

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FAQs




Why isn’t the event automatically starting?

Try hitting the “Start” button in the middle of the player because often the
event doesn’t start automatically.


Do I need to register to ask questions in the chat?

Yes, you have to give your email, but you don’t have to display your full name.
And we don’t use your email for marketing or share it with anyone.


Can I download the chat or network with people from the chat?

No, and we can’t share information, but feel free to go to our LinkedIn page to
continue the conversation.


Is there a dial-in number if I want to listen to the event on my phone?


No, our events are web-based only. 


Are these events recorded?

They are initially live, but we record many of them for replays. We send an
email to all registrants once the replay is available.

Are the presentations available for download?


The presentations from the workshops aren’t available for download; however,
tools and resources will be shared via email to all who register.

I registered but can’t find my login link. What do I do?


You have to reregister, but don’t worry—it’s quick and free.


Stay in the know




Subscribe to Women Talk Money


Missed us live?


Explore our on-demand videos


New to Women Talk Money?


Women Talk Money is a community—for women, by women—working together to close
the gender wealth gap.


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Keep in mind that investing involves risk. The value of your investment will
fluctuate over time, and you may gain or lose money.

 
Views expressed are as of the date indicated, based on the information available
at that time, and may change based on market or other conditions. Unless
otherwise noted, the opinions provided are those of the speaker or author and
not necessarily those of Fidelity Investments or its affiliates. Fidelity does
not assume any duty to update any of the information.

 
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street,
Smithfield, RI 02917

 

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Order Number: #TEST123-1234567-987654

Description General Admission

price quantity fee total $4.00 1 $1.00 $5.00

Description VIP
Start: Mon May 16th 7:00pm
End: Mon May 16th 10:00pm
price quantity fee total $8.00 2 $2.00 $20.00

Total: $25.00

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Lorna Kapusta


Head of Women and Customer Engagement, Fidelity Investments

Lorna Kapusta is driven to help women become more actively involved and
confident in their finances at every stage of life – a mission that became
deeply personal after conquering her own financial stressors, getting more
engaged and finding confidence in her family’s financial goals and picture
overall.

 

In her role as Head of Women and Customer Engagement at Fidelity Investments,
one of the industry’s largest and most diversified financial services companies,
Lorna is responsible for a firm-wide initiative committed to helping women
become more engaged in their finances and ultimately, more confident investors.

 

She leads a cross-company team focused on creating educational events and
resources that help women get more hands on with their money and address
financial planning and investing topics most important right now. Lorna is
passionate about helping women have that “a-ha moment” that brings to life how
building a strong financial foundation and getting more invested can help their
savings work harder to reach their goals.

 

Lorna and her husband, Matt, live in the suburbs of Boston, juggling a busy
household with their three children (Jacob, Aiden and Sage), three dogs (Jazzy,
Rocco and Chewy) and a cat (Vadah).

Venus Williams


Grand Slam tennis champion and entrepreneur

With 7 Grand Slam titles, 5 Wimbledon championships and 4 Olympic gold medals,
tennis champion Venus Williams is arguably one of the most accomplished and
inspiring women in the history of sports.

 

Beginning her rise to the top at the age of 14, Williams quickly took the world
of tennis by storm rising to the top-ranked position, breaking countless
records, and winning numerous championships.

 

Encouraged by her mother at an early age to explore her creative side, Williams
enrolled in fashion school where she was instantly drawn into the world of
fashion and interior design. True to her bold spirit, Williams parlayed her
fine-tuned business acumen with her healthy competitive spirit into two
successful design ventures.

 

In 2002, after obtaining an Interior Decorator certification, Williams founded V
Starr, a full-service commercial and residential design firm. Continuing with
her love for design, Williams obtained an Associate of Science in Fashion Design
and in 2012 she launched the fashion-forward activewear brand, EleVen by Venus
Williams. In May 2020, Venus partnered with Credo Beauty to debut an
award-winning line of clean, mineral-based SPF products under the EleVen by
Venus umbrella. Her entrepreneurship in the health, wellness and beauty space
also includes her role as Chief Brand Officer to Asutra and in December 2020,
Williams launched her plant-based protein company, Happy Viking.

 

Sticking to her entrepreneurial spirit, in 2009 Williams along with her sister,
Serena became the first female African Americans to have a stake in an NFL
franchise after joining the ownership group of the Miami Dolphins. The following
year, Venus published her motivational book, "Come to Win" which reached No. 5
on the New York Times Best Sellers list.

 

Most recently, Venus served as Executive Producer on the Academy Award-winning
Warner Brothers biopic King Richard, which detailed the influence her father and
coach, Richard Williams, had on her childhood and careers as she became a tennis
icon and changed the sport for generations to come.

 

Throughout her career, Williams has been a steadfast advocate for equality. In
2006, UNESCO, the United Nations’ cultural organization, titled her as the first
“Promoter of Gender Equality.’ In 2007 it was her unwavering fight, which led
Wimbledon to award women players the same pay as their male counterparts and
most recently, she launched an awareness initiative called the #PrivilegeTax in
conjunction with EleVen to bring attention to the wage inequality and unveiled a
platform of resources for young women to get inspired and address the issue on a
grassroots level.

 

Williams' achievements throughout her legendary career have merited her a
plethora of additional accolades, including being honored as Variety’s “Power of
Women”, Glamour Magazine’s ‘Woman of the Year,’ CARE Impact Award for Gender
Equality, ESPN’s ‘WTA Player of the Year,’ and Forbes’ ‘Celebrity 100’ among
others. In September 2009, the Anti-Defamation League (ADL) honored Williams
with the Americanism Award for publicly speaking up for Israeli player Shahar
Pe'er who was barred from the Dubai tennis tournament.

 

Williams holds Bachelor of Science in Business Administration from Indiana
University East and an Associate of Science in Fashion Design from The Art
Institute of Fort Lauderdale.

Sangeeta Moorjani


Head of Tax Exempt and Retirement Solutions, Fidelity Investments

Sangeeta Moorjani is an executive leader in the Workplace Investing business for
Fidelity Investments. She oversees workplace advisory services, retirement
income solutions, and Employer solutions, a position she assumed in 2019.


Ms. Moorjani joined Fidelity in 1995 and has held a range of senior leadership
positions within Fidelity’s workplace business and retail business. She is known
for approaching business strategy in a way that brings fresh perspective and
innovative thinking to launch and scale solutions to meet customer needs.


Ms. Moorjani received her bachelor of commerce degree in 1988 and her MBA in
marketing in 1990, both from the University of Poona in India. She currently
holds her Series 7 and 24 Securities licenses.

Ryan Viktorin


Vice President and Financial Consultant, Fidelity Investments




Ryan Viktorin, CFP®, has worked as a financial advisor for 12 years and joined
Fidelity in 2013. She is a Certified Financial Planner™ and currently serves as
a vice president, financial consultant in the Framingham Investor Center. Ryan
works with high net worth families in the areas of retirement planning, legacy
planning, tax minimization, and investment strategy. She maintains an in-depth
understanding of the financial markets while working to effectively simplify and
communicate complex financial concepts. Ryan enjoys helping clients understand
their financial picture so that they can securely and efficiently reach their
goals.

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