Did you know that only 25% of small businesses in Texas are woman-owned?
We think we can do better.
FLOURISH is a women-focused entrepreneur education series. We’ll offer special workshops designed to create an engaging and meaningful dialogue about running a successful business. Meet fellow aspiring business owners and flourish.
November 2nd, 2018 Austin
Planning for the Future: Retirement & Insurance | November 2nd, 2018
PeopleFund Austin | 2921 E. 17th Street | Austin TX 78702
11:30-1:00pm | With New York Life Insurance Company
As we age, our needs to live day-to-day often increases, and they may be costly for you and your family. Would you be prepared? Now is the time to start planning who will take care of you when you need it most. A Long-Term Care Insurance may be a valuable part of your retirement planning. It may help protect all you’ve worked for—your home, your savings, your legacy—giving you the means to afford the kind of care you may need, in the manner in which you choose. We’ll look at health and cost issues to prepare for and show the plans available to individuals and businesses.
About the Speakers
Sonali has lived in Austin for past 16 years. Prior to Austin she lived in Minneapolis/Saint Paul area for 7 years. Sonali and her husband Alkesh moved from India in 1995 and have two children – Juhi and Jugal. Sonali has a degree in Bachelors of Business Administration with Finance and Accounting major. She has worked as a financial analyst in various companies – such as the 401K Company, Seton Healthcare and Superior Health Plan. After working with the companies to help achieve their financial goals, she now enjoys helping individuals and families achieve their personal and financial goals and objectives. Her primary focus is to educate and provide financial strategies and solutions for personal and business needs. Sonali is very passionate about educating families on Long Term Care Planning and making them aware of their options. She enjoys traveling, reading and going out for walks in her free time. She is involved with various organizations such as GAACC, IACT, SAIVA, HC4A and Chinmaya Mission Austin.
Jessica is a Partner with New York Life and is originally from El Paso, TX but always dreamed of coming to the Greater Austin Area. Jessica joined the New York Life Family in 2014 but has also worked in Management and Human Resources prior to joining New York Life. Jessica graduated with her Bachelor’s from New Mexico State University and is continuing her education for her MBA with Western Governor’s University. She spends her time volunteering with the Association of the United States Army, Austin Pets Alive, Austin Child Guidance Center and has donated her time with Grace Hospice of Austin. Jessica’s passion for educating her community about financial security comes from her experiences growing up with a dedicated single mother and from her devotion for serving others. Jessica currently resides in Pflugerville with her significant other Matthew Baeza, their two dogs and their cat.
Dr. Desai earned her medical degree at the American University of the Caribbean in St. Marteen, and her master’s degree in molecular pathology and bachelor’s degree in clinical laboratory sciences at Texas Tech. She practices family medicine at Baylor Scott & White Clinic – North Burnet.