Project Venus

02/07/2022

Private Vista is proud to be honored by Investment News, for the 5th time in a row, as one of the 75 Best Places to Work for Financial Advisers nationwide!

Chicago, IL —February 7, 2022— Private Vista has been recognized as a 2022 Best Places to Work for Financial Advisers as announced by InvestmentNews today. Private Vista was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture,...

01/26/2022

Where do you start when you are ready for a divorce? What documents do you need and who should you reach out to for help? All of these questions and more were answered during last week’s Divorce Resource event. Listen to our panelists’ takeaways from the event in the below video, or view the full replay by following this link: https://bit.ly/3GT1G7A

01/19/2022

If you’re thinking about divorce but are not sure where to start, join us tomorrow for Divorce Resource: I Want a Divorce, Where Do I Start? Due to the sensitive nature of the subject, attendees can confidentially send in questions ahead of time, change their zoom name, and keep their cameras off if desired. To register and learn more please follow the link: https://financeinsights.net/vBxqTaq7wcZvGK

01/14/2022

New years can bring about goal setting, shifts in mentality, and life changes. If you believe that divorce is the change that you need this year, we are here to help. Project Venus, Private Vista’s divorce support initiative, is hosting an event on January 20 where attendees can get their questions answered on how to begin the divorce process. Learn more and register now: https://financeinsights.net/vBxqTaq7wcZvGK

01/03/2022

8 in 10 women will become solely responsible for their financial well-being at some point in their lifetimes, yet only one-third of married women indicate being responsible for long-term financial decisions. The reason most women don’t dig deeper into their estate plan with their spouse? They don’t know what questions to ask. Check out our article, 7 Questions Women Should Ask to Avoid Estate Planning Pitfalls.

Digging deeper into your estate plan with your spouse may reveal some unwelcome surprises. Across more than a decade of experience as a tax and estate planning attorney, Capital Group wealth strategist Leslie Geller witnessed too many sophisticated, highly educated women still end up stuck in diffic...

12/27/2021

The holidays can be a difficult time for those who are ready for divorce. That is why Private Vista Partners and Project Venus Co-Founders, Mary Beth McLean and Nicole Romito will host an open discussion on January 20 around where to start when you have decided that you’re ready for a divorce. To learn more about this webinar & save your spot: https://bit.ly/3euLb5m

12/05/2021

Webinar Replay: Join Leslie Geller, a former tax and estate planning attorney, as she walks you through a hypothetical case study to highlight the potential pitfalls women may face upon the death of a spouse or divorce, the most important questions women should be asking to help avoid these pitfalls, and the essential information women need to help them feel empowered and prepared to manage their financial futures.

11/26/2021

Did you miss our final Project Venus event of 2021? Private Vista’s Nicole Romito and Mary Beth McLean were joined by Melissa Olson of Caliber Home Loans and Leslie Glazier of . Follow the below link to watch a replay of their discussion on divorce and options around what to do with your family home. https://bit.ly/32iSydn

11/19/2021

Did you miss it? Private Vista’s final Project Venus webinar of 2021 took place on November 10! We would like to thank Leslie Glazier and Melissa Olson for the insightful discussion around the marital home and the many routes you may take regarding the house during divorce. A replay of this insightful conversation can be viewed here: https://lnkd.in/gjzfpZak

11/09/2021

Last Call! We have spots remaining for our final Project Venus webinar of the year, Divorce Resource: The House in Divorce-Should I Stay or Should I Go? Learn more and register for Project Venus’ final event: https://bit.ly/3jpGV9S

11/03/2021

Project Venus’ final webinar of the year is just 1 week away! Register now to save your spot for this informative webinar on divorce and how to decide what to do with your home. More Details: https://financeinsights.net/OWLDi1zqptKYvZ

10/28/2021

For our FINAL Divorce Resource event of the year, Mary Beth McLean and Nicole Romito will be joined by Leslie Glazier, Luxury Broker with @ properties, and Melissa Olson, Senior Loan Consultant with Caliber Home Loans to discuss the many options and decisions when it comes to your home and divorce. Register below: https://financeinsights.net/OWLDi1zqptKYvZ