Webinars

Past Events

Money Matters

A Webinar Series for Providence College Alumni

The Providence College Money Matters webinar series provides guidance on money management and planning through different life stages. Sponsored by the Office of Institutional Advancement, Money Matters is offered through Friar T.I.E.S. virtual programming exclusively for PC alumni.


Money Matters Session IV
Women and Finance for Young Friars
Wednesday, Feb. 16, 2022


Money Matters Session III
Estate Planning and Philanthropy
Wednesday, Jan. 19, 2022


Money Matters Session II
Intelligent Investing
Wednesday, Dec 15, 2021


Money Matters Session I
Demystifying Finance for Women
Wednesday, Nov. 17, 2021


The Retirement Stage
Preparing for the transfer of wealth
Wednesday, Nov. 18, 2020

It may be true that “love makes the world go ’round,” but it is equally accurate that money matters. Join financial and legal experts for insights into managing investments to generate income, options for reducing taxes during retirement, the importance of putting your financial and estate planning documents in order, and philanthropic giving. The session will provide valuable insights for alumni, including those with parents or other relatives at retirement age.

Featured panelists:

  • Deborah DiNardo, Esq. ’78, Orson & Brusini Ltd. Read bio
  • Lydia P. Sheckels ’75, Partner, CIO Emeritus & Senior Financial Advisor with Wescott Financial Advisory Group LLC Read bio


The Empty Nest Stage
Assessment and realignment
Tuesday, Jan. 19, 2021

Whether your “nest” is a physical home empty of grown children, or one that is slowly emptying of the stresses that come with a mortgage and full-time work, money matters now more than ever. Our financial and legal experts will address tax planning, long-term care insurance, complete estate and financial plans, and philanthropic giving.

  • Kathleen Entwistle ’87, ’15P, ’17P CFP®, CDFA®, private wealth advisor, managing director, Entwistle Partners, Morgan Stanley Private Wealth Management Read bio
  • Deborah DiNardo, Esq. ’78, Orson & Brusini Ltd. Read bio


The Family & Career Building Stage
Protecting family and growing assets
Thursday, Feb. 18, 2021

At this financial life stage, you are establishing yourself in your career, perhaps considering expanding your family and setting goals for your future. Join us for this session of “Money Matters,” where financial and legal experts will provide insights about budgeting for short and long-term goals, demystifying debt, estate planning, and philanthropy.

Featured panelists:

  • Kevin Entwistle ’15, CFP®, CEPA®, CRPC®, private wealth advisor, Entwistle Partners, Morgan Stanley Private Wealth Management Read bio
  • Elizabeth O. Manchester ’02, Esq., counsel, Partridge Snow & Hahn LLP Read bio


The First Income Stage
Budgeting to generate savings
Tuesday, March 16, 2021

Welcome to “real life,” the place you have been dreaming about. As you are learning these days, networking matters, support systems matter, and money matters. Join us to hear financial experts — all PC alumni — provide insight into budgeting and saving, debt reduction, credit building, investing, estate planning, and philanthropy.

Featured panelists:

  • Kathleen Entwistle ’87, ’15P, ’17P CFP®, CDFA®, private wealth advisor, managing director, Entwistle Partners, Morgan Stanley Private Wealth Management Read bio
  • Kevin Entwistle ’15, CFP®, CEPA®, CRPC®, private wealth advisor, Entwistle Partners, Morgan Stanley Private Wealth Management Read bio


For more information about this series, or to discuss including Providence College in your estate plans, please contact:
Andrea Krupp, Esq
401.865.2451
akrupp@providence.edu