The Money Talk You Never Got {Mill Valley}
What a CPA, a financial advisor, and an estate attorney wish every woman knew sooner.
Thursday, October 15 | 6:30 – 8:30 PM
The Hivery, Mill Valley // 475 Miller Ave, Suite A, Mill Valley, CA 94941
Money can feel like the one topic nobody wants to say out loud. It's personal, it's private, and somewhere along the way most of us decided we were supposed to already have it figured out.
This evening is the opposite of all that.
This is a warm, real, no-dumb-questions kind of evening for women who want to feel genuinely confident about their money, not just nod along like they've got it all figured out. No sales pitch, no lecture, no assumption that you already speak fluent finance. Just three women who happen to be brilliant at this, answering the things you've been wanting to understand for a while now.
You'll leave knowing more about keeping what you earn, protecting what you've built, and planning for whatever comes next. It all unfolds in an easy, approachable format with plenty of room for questions, big or small, whenever you're ready. And if you'd rather just sit back and take it all in, that's welcome too. You're in good company.
Whether you're growing a business, building your savings, moving through a big life change, or just ready to stop feeling behind, pull up a chair.
Your hosts for the evening:
Allison Kvikstad, CFP®, CDFA®, Partner & Managing Director at Beacon Pointe, with 30 years of helping women build real wealth.
Louise Cochrane, CPA, founder of Élevé Tax Strategy, who treats your numbers as information, never judgment.
Patricia De Fonte, JD, LL.M., estate planning attorney and founder of De Fonte Law, who helps women understand the power they already have.
$15 for Hivery Members // $25 Non-Members (open to all)
Hivery Members, purchase your discounted tickets here.
ABOUT YOUR GUEST SPEAKERS
Allison Kvikstad
Allison is a Certified Financial Planning professional (CFP®) and a Certified Divorce Financial Analyst (CDFA®) with over 30 years of professional investing experience and is currently a Managing Director/Partner at Beacon Pointe. She has a Masters degree in Finance and is a licensed registered investment advisor (Series 65 from FINRA). Her career has been focused on managing wealth for high-net-worth individuals, families, and private foundations. She’s been a long-time advocate of financial literacy and has held board positions at Dress for Success in San Francisco and the First Tee of Oakland. She volunteers and leads financial literacy programs periodically at Girls, Inc of Alameda County and CB Seeds.org (Memphis, TN) and various women's groups within public and private companies (ie: Google, Nike, Airbnb, Salesforce, Lyft). She’s guest lectured at UC Berkeley Haas School of Business, Stanford, and UC Davis. She recently completed her two year volunteer term on the investment committee for Planned Parenthood of Northern California.
Website: https://beaconpointe.com/financial-advisors/ca/tiburon/
Lousie Cochrane
CPA, founder of Élevé Tax Strategy
Louise Cochrane, CPA, grew up in a numbers-focused home. She learned early to see financial information as clear and free from judgment. After nearly a decade in public and private accounting, she opened her own practice. She wanted to support women-led businesses with thoughtful strategy and genuine care.
That range of experience shaped how she works today. Louise sits beside her clients, not across from them. Together, they turn complex details into steady, informed decisions.
Louise partners with women who want both a profitable business and an intentional life. She's built her business to support her life, and she'll help you build one that supports yours.
Outside of work, she recharges with sushi, champagne, and travel. Her husband and three kids share the adventure bug. They're usually planning their next trip.
Website: http://www.elevetaxstrategy.com/
Patricia De Fonte
Patricia De Fonte is the founder of De Fonte Law PC, a San Francisco estate planning firm built around the belief that a good estate plan is about far more than who gets what when you die.
Patricia helps women use estate planning to protect themselves, their families, their assets, and their ability to make their own decisions. She believes great estate planning also teaches women what to demand from the people who are counting on them: spouses and partners, family members, business partners, employers, and professional advisors.
Her work addresses what happens not only at death, but during incapacity, divorce, remarriage, business ownership, and the many transitions that can change a woman’s financial and personal life.
Patricia holds an LL.M. in Estate Planning, Probate and Trust Administration. Through her firm’s Estate Planning With Heart® philosophy, she helps women understand the power they already have under the law, where they may be giving that power away without realizing it, and how to put the right protections in place for themselves and the people they love.
Website: www.defontelaw.com
Hivery Members, purchase your discounted tickets here.
Important Disclosure: Beacon Pointe Advisors, LLC (“Beacon Pointe”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This event is for general informational purposes only and should not be construed as legal, tax, investment, financial, or other advice. Opinions expressed are those of the speakers and are subject to change. Beacon Pointe is not affiliated with or endorsed by Élevé Tax Strategy or De Fonte Law.