A Dialogue: The Role of Planning and Purpose in Investments
Dr. Milan Chavarkar and Rachna Dayal are delighted to invite you to a Webinar A Dialogue: The Role of Planning and Purpose in Investments. This is an informative session and meant to be a dialogue that informs and connects women as they advance towards financial independence and investments
About our Speakers
Marjorie Margolies
A graduate of the University of Pennsylvania and a CBS News Foundation Fellow at Columbia University, Marjorie (she/her) began her career as a television journalist at WCAU-TV in Philadelphia. As a journalist with NBC and its owned and operated stations, and a contributing correspondent to the Today Show, Sunday Today, A Closer Look, CNBC, and Real Life with Jane Pauley, Marjorie’s reporting won numerous awards including five Emmys.
In 1992, Marjorie was the first woman ever elected to Congress from Pennsylvania in her own right. During her term in the House, Marjorie was appointed to the Committee on Energy and Commerce, the Committee on Small Business, the Committee on Government Operations.
Marjorie taught at the University of Pennsylvania for twenty years. She has worked as a Woodrow Wilson Fellow and a Senior Fellow at the Annenberg Public Policy Center, and received a Presidential Appointment to the VEF Foundation. In 2016, she was appointed by President Obama to serve on the Presidential Commission for the Preservation of American Heritage Abroad.
She is the founder and leader for Women’s Campaign International https://www.womenscampaigninternational.org where her work provides Leadership Initiatives for Women and Girls Globally.
Miguel Delgado
Miguel Delgado is a Senior Wealth Manager and CERTIFIED FINANCIAL PLANNER™ Practitioner, bringing a personal touch to wealth management for a select group of clients. Dedicated to aligning values with wealth management, he began his journey in general financial planning, building a keen expertise that now focuses on clients who see wealth as a means to a more meaningful life. As a Founding Member of the Latino Business Referral Network and the Head of Financial Planning at Legacy Wealth Management, LLC, https://legacywealthmg.com he is highly regarded for his skills in tax and retirement planning. Miguel's investment philosophy centers on balancing risk and growth, relying on meaningful diversification across various investment. Family and faith are what Miguel values most. His proudest achievement is one that is ongoing – learning to become a better father and husband every day.