Women in Leadership - Sept. 4
Don't be caught off balance - Be prepared for the next stage in your life
A panel moderated by Mary Bedosky, vice-president, Banking Center Manager, LegacyTexas - Richardson, with:
Elizabeth Zaby, attorney and counselor, Zaby & Associates
Erin Williams, Financial Advisor, Edward Jones
Kristen Ceaser, Communications Director, First United Methodist Church Richardson
Amanda Pritchard, Marketing Director, First Baptist Richardson
Kathy Tran, Photographer
Join us for a panel discussion with women representing different stages in professional life and legal and financial experts giving guidance for steps we can take to prepare for life's expected and unexpected changes. While we can't plan for everything life throws our way, there are some essential activities that can provide a safety net when you need it most. We are confident you'll leave this luncheon with actionable steps for your legal and financial planning.
About the speakers:
Mary Bedosky has over 35 years of experience in sales and banking and is currently the Vice President - Banking Center Manager of LegacyTexas - Richardson. Until recently, she was the owner of Calypso Cigar, a cigar shop and lounge in Richardson. She has served on civic boards and committees across Richardson, and has received several awards for her years of dedicated service. She is also a licensed Realtor in the State of Texas.
Kristen Ceaser has spent most of her career telling stories. Currently, she serves as the communications director for First United Methodist Church Richardson where she works closely with a team to share the stories of members and guests, as well as the many partners in our community. Kristen grew up in Richardson and is a graduate of RISD. Her experience in working with the government, non-profits and as an adjunct professor have given her a foundation to see the unique fabric of the people and businesses in Richardson. She's had the pleasure to serve in a variety of volunteer roles supporting organizations such as Leadership Richardson, HEROES, the Richardson Adult Literacy Center and several others.
Amanda Pritchard is marketing director for First Baptist Richardson. In this role, she is responsible for developing and executing a long-term strategy that allows the people of the church to help meet the needs in Richardson in active, tangible ways. From surviving a slew of physical challenges to entire career shifts, Amanda has constantly had to assess and alter life plans based upon curveballs. Daily, she is reminded of the need for healthy balance, especially with being a wife and mother. Amanda views herself as a multi-tasking extraordinaire with a passion to advocate for the needs of others.
Elizabeth F. Zaby is the founder of Zaby & Associates, Attorneys and Counselors. She serves North Texans concentrating in the areas of Estate Planning, Probate Administration and Litigation, Business Law, and General Civil Practice. She has received the highest AV-Preeminent rating by Martindale-Hubbell from her peers and the judiciary, and she has been named by Avvo and D Magazine as one of Texas’ Best Lawyers. Holding her Masters’ and Law Degrees from SMU, she has been admitted to the State Bar of Texas, Northern District of Texas, Fifth Circuit Court of Appeals, and U.S. Supreme Court. Elizabeth is active in business, legal, and non-profit organizations, including the Greater East Dallas Chamber of Commerce; Greater Dallas Estate Planning Council; National Association of Estate Planning Council; National Professional Advisor Network; Probate Sections of the American Bar Association, Texas Bar, and Dallas Bar Associations; College of the State Bar; Texas Law Foundation; CC Young Board; City Hospital Board; and the American Cancer Society, as past chair of the National Planned Giving Council and in many other capacities.
Erin Williams has been a financial advisor with Edward Jones since 2017. Prior to joining Edward Jones, she worked for over two decades in public accounting. Using an established process, she builds personalized financial strategies for her clients that are designed to help achieve their unique goals. She gets to know her clients on a personal level, finds out what is important to them and tailors a strategy to meet their needs and goals. Once the strategies are implemented, she maintains regular contact with her clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, she regularly collaborates with a team of CPAs, attorneys and other trusted professionals. She serves clients whose goals range from growing and protecting wealth to saving for higher education expenses to planning and living a successful retirement. She regularly works with multi-generational families to develop unique strategies of wealth transfer. Many of her clients are also small business owners with whom she creates strategies for business succession, asset growth and tax reduction. Outside of her role with Edward Jones, she volunteers with Relay for Life; organizes an annual fundraiser for the American Cancer Society called the Big Paw Crawl for a Reason; walks and crews for the Susan G. Komen 3-Day; and volunteers for the Alzheimer's Association Walk.
Photographer and photojournalist Kathy Tran is a product of Richardson ISD. Having been a photographer for more than 10 years, she currently shoots for six-plus publications. Her thriving business encompasses photography ranging from fine fashion, weddings, food, and everything in between. Her wide skill-set and infectious personality set her apart. Currently, she lives and works in Deep Ellum in her own photo studio.
Registration Policy: three days prior to the event. Unclaimed reservations during the event will be relinquished at noon. Walk-in customers will be seated based on space availability.