Women, Wealth & Wisdom 2014

It is vital for women of all ages to understand their finances to prepare for the future. In May 2014, the Texas A&M Foundation Office of Gift Planning hosted more than 240 former students and women in the Bryan/College Station community at Women, Wealth & Wisdom, a financial and estate planning seminar.

Keynote and Breakout Sessions

Keynote Address: Making the Most of Your IRA
An IRA is often the largest asset owned by a woman. Whether acquired through inheritance or through years of saving and investing, your IRA can be an important source of income during retirement.
Estate Planning Building Blocks
With the right building blocks and information, estate planning is well within your ability. This nuts-and-bolts session addresses the importance of a will and power of attorney.
Estate Planning for Parents
When it comes to planning for your child’s future, you have countless worries. This session is geared toward women who have or are responsible for children under the age of 18 and/or children with special needs.
Five Money Questions for Women
Learn how to play a more active role in your financial future and explore how retirement plans play a key role in achieving your financial goals.

Guest Speakers

Kristen Schultz Jaarda, J.D., LL.M.
Kristen Schultz Jaarda, J.D., LL.M.

Executive Vice President, Crescendo Interactive, Inc.

Kristen specializes in charitable tax planning and online marketing for planned gifts. She is responsible for client education and consultation for Crescendo's web and software services. She is a nationally recognized speaker, conducts seminars nationwide, and is a principal faculty member of GiftCollege. 

Kristen serves as a board member for the American Council on Gift Annuities (ACGA) and as a member of the ACGA Rates and State Regulations Committees, Editorial Advisory Board member for Planned Giving Today, Committee Member for the ABA Charitable Planning and Organization's Group, past Legislative Chair and a board member for the Partnership for Philanthropic Planning of Greater Los Angeles (PPP-LA), a member of the Ventura County Planned Giving Council, and a committee member and volunteer for several California charities. She writes weekly for CrescendoTweet and her planned giving blog.

Previously, Kristen served as Counsel to the Assistant Secretary of Education in Washington, D.C. and was Oversight Counsel to the U.S. House Committee on the Judiciary. Prior to that, she worked in a public affairs law practice. Kristen graduated from UCLA School of Law where she was Law Review Editor. She completed her Tax LL.M. with honors at Loyola School of Law. Kristen is a member of the California State Bar, D.C. Bar, and the Maryland State Bar.
Celeste Lawton

Senior Counsel, Norton Rose Fulbright

Celeste's practice is focused on wealth transfer planning and assisting clients in all areas of estate planning. Further, Celeste has handled all aspects of probate administration and has assisted in the handling of complex trust and estate administration issues. Celeste is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization (2007).

Previously, Celeste was an associate with a large international legal practice in Philadelphia and, prior to that was an associate for many years with another large international legal practice in Houston.

Celeste graduated magna cum laude from Texas A&M University in 1997 and Baylor University School of Law in 2001. She completed her Tax LL.M. at New York University School of Law in 2011.