Webinar | Financial Freedom isn’t a Fever Dream

Get empowered!

Join WISE and CSU Fullerton for a chance to connect with three top financial leaders and learn how to approach your finances after college. Don’t miss this event!

Why Attend?

Hear from Trailblazers: Learn from three influential women in finance who broke through the Pink Wall to reach the C-suite.
Gain Insider Knowledge: Enhance your financial literacy with insights from industry-leading women.
Build Confidence: Be inspired by stories of financial empowerment, entrepreneurship, leadership, and wealth management.
Q&A Session: Got questions about your finances or career? This is your chance to ask the experts!
Career Inspiration: Discover how these remarkable women overcame challenges, seized opportunities, and built successful careers.

When: Friday, April 18 | 10:30-12noon PT

RSVP

Presented by:

Evelyn Evelyn M. Zohlen, MBA, MS, CFP® Evelyn Zohlen is a Regional Director and Senior Financial Planner for Apella Wealth. She has served on both the personal and the institutional sides of financial services for over 25 years. She received her Bachelor’s degree from the University of Texas, her Master of Science from the Joint Military Intelligence College, and her Master of Business Administration (with a concentration in Finance/Portfolio Management) from Villanova University. From 2003 to June 2023, she was the founder and owner of Inspired Financial, a wealth management firm that focused on serving predominantly women in transition—especially widows and divorcees. Prior to founding Inspired Financial, she was a Relationship Manager at The Vanguard Group in Malvern, PA where she was the trusted advisor for clients with retirement plan assets ranging from $175 million to $500 million. Evelyn is a Certified Financial Planner™ (CFP®) professional and served as President for the Financial Planning Association in 2019. She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and currently serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. In addition, she is a community leader serving on the Board of Directors for the Long Beach Symphony Orchestra and the Advisory Board for the non-profit WISE (Women Investing in Security and Education). Prior to entering the financial services profession, she served as an intelligence officer in the United States Air Force.

Tina Schackman, CFA®, CFP® re-joined Benefit Financial Services Group in 2019 after spending 7 years with Prudential Retirement as a Vice President, Consultant Relations where she was responsible for managing the firm’s largest advisory firm relationships in the Western region. Tina was originally with BFSG from 2004 to 2011 and primarily served as an Investment Consultant to a number of corporate and public clients. Tina currently serves as a Principal and Senior Retirement Plan Consultant where she advises on investment strategies, plan design and governance, and provides employee education. Her expansive background in the retirement industry allows Tina to contribute to the firm’s overall vision and best practices.

Tina received her bachelor’s degree in Business Administration with a concentration in Finance from the California State University, Fullerton in 1994. In 2003, she graduated from the Keller Graduate School of Management with a master’s degree in Accounting and Financial Management. Tina has earned the right to use the Chartered Financial Analyst® designation and is also a CERTIFIED FINANCIAL PLANNER™ professional. She is an Investment Advisor Representative of BFSG, LLC.

Pat Soldano is the President of Family Enterprise USA, an organization dedicated to promoting the growth of generational family businesses in the U.S. She also serves as President of the Policy and Taxation Group, which she founded in 1995 to advocate for fairer tax and economic policies for successful families, family offices, and family businesses.

With over 30 years of experience in family office services, Pat was the owner of Cymric Family Office Services before serving as Managing Director of the Western Region for GenSpring, a role she held for five years. She later continued her work as a Family Office Consultant.

Ms. Soldano earned an MBA from Claremont Graduate School, The Drucker School, and a BA in Business Administration from Cal State University Fullerton.