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Stacked: Saving, Planning and Playing with Intention

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KATIE BOFSHEVER

Design Partner, GV

As VP of Digital Media at GV, Katie Bofshever crafts innovative and creative solutions for the digital space, specializing in minority consumers.

2:00pm

Understand

Lightning Talks on Business Goals

Learn to understand and tackle problems from many different points of view. Discussions should highlight business goals, success metrics, technical capabilities and potential challenges, and relevant user research.

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Stacked: Saving, Planning and Playing with Intention

An evening of education and inspiration to help you plan for your retirement.


This panel is for women who want to take steps for building savings, positioning themselves to achieve their long-term financial goals, and protecting their power well into their lives. The conversation centers around tangible strategies to stack financial resources, professional opportunities, and personal skills, all with the long game in mind. The focus of this convo is how to make deliberate moves today that directly impact freedom and options in the years ahead.

Stacked: Saving, Planning and Playing with Intention


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Speakers

Lori Trawinski

Ph.D., CFP®, Senior Director, Finance and Employment

Lori Trawinski, Ph.D., CFP® is an economist, financial planner, policy expert, diversity practitioner, and Virginia master naturalist. She joined the AARP Public Policy Institute in 2010 where she conducts research on policy issues including financial planning, consumer protection, employment, and consumer debt—mortgage finance, reverse mortgages, student loans, and
credit cards.


Lori is also an adjunct faculty instructor at the New York University School of Professional Studies, where she teaches courses in the Inclusive Workplace Design Certificate Program.


Lori holds a Ph.D. in economics and finance, an M.A. in international economics, and a B.A. in financial management from The Catholic University of America in Washington, DC. She is currently pursuing a master of natural resources degree
at Virginia Tech.

Dasha Kennedy 

Financial Activist and Author

Dasha Kennedy is a financial activist and author of Moving Beyond Broke:
The Power of Perseverance in Personal Finance. She is the founder of The Broke Black Girl, a community of over 500,000 women, where she provides practical and shame free money guidance. Through her work, Dasha helps women rebuild confidence in their financial decisions and strengthen their foundations for lasting change.

Jamila Souffrant

Author

Jamila Souffrant is the author of Your Journey To Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness and the host of the Journey To Launch podcast. She is a go-to thought leader in the personal finance field and her work has been featured in BuzzFeed, ESSENCE, Refinery 29, Money Magazine, CNBC, CBS, Business Insider and more. The Journey To Launch Podcast has over 6+ million total downloads and was listed by the NYTimes as a podcast to help you get better with your money.


Jamila and her husband saved $169,000 in two years and is also a mother of three young children and lives in Brooklyn, NY.

Rhonesha Byng

Founder & CEO Her Agenda

Rhonesha Byng, CEO of Her Agenda, is a visionary entrepreneur and media thought leader. Guided by the philosophy N.E.S.H.A. – No one Ever Slows Her Agenda – she empowers millennial women through content and community. An Emmy award-winning journalist turned entrepreneur she is a sought-after speaker. Rhonesha champions equity, and media innovation. She’s been recognized by platforms including Forbes 30 under 30, ESSENCE, BET, and NBC. Her impact extends through co-founding BOMESI, reshaping narratives, and fostering change.

Agenda

6:00pm


Pre-Panel Reception

Drinks + Light bites will be served

6:45pm


Panel Discussion 

Actionable guidance on financial wellness, saving, and financial positioning post-40.

7:30pm


Post-Panel Rotation Stations


Sponsors

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“Design is not making beauty, beauty emerges from selection, affinities, integration, love.”

Louis Kahn

The Minimal NYC

Architect

Stacked: Saving, Planning and Playing with Intention

An evening of education and inspiration to help you plan for your retirement. The conversation centers around tangible strategies to stack financial resources, professional opportunities, and personal skills, all with the long game in mind.

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