• Home
  • ClickSide Chat: Planning for Generational Wealth: Save, Spend, Grow, Protect, Give

ClickSide Chat: Planning for Generational Wealth: Save, Spend, Grow, Protect, Give

  • 12/20/2023
  • 4:00 PM - 5:00 PM
  • Virtual
  • 3


Registration is closed

If you do not have a financial plan, you are not alone. A Schwab survey revealed that only 33% of Americans have a financial plan. Additionally, record high debt and housing costs combined with inflation and fears of a recession have put a strain on our ability to save money. These trends impact our ability to create and transfer generational wealth to our children.

In part 3 of our 3-part series focused on financial health, Women & Hi Tech's December ClickSide Chat will explore financial planning and generational wealth building. Join Erin Radefeld and Women & Hi Tech's ClickSide Chat Facilitator Tori Harper Mercado for a discussion on how to save, spend, grow, protect and give your money through financial planning.

The event is FREE and exclusive to Women & Hi Tech members! Space is extremely limited, and will be filled on a first-come, first-served basis. Once registration is filled, no wait list will be initiated. Registration for ClickSide Chat is required in order to provide you with the final login instructions.

Erin Radefeld, Financial Advisor, JD

Erin Radefeld is a financial advisor at Northwestern Mutual. Erin approaches financial planning with an unwavering belief of truth. Driven to serve and enrich the lives of others, Erin takes pride in helping business owners, individuals and families with their retirement, investment, and business goals. Erin has helped clients protect, build, and gift wealth to future generations.

Prior to joining Northwestern Mutual and starting her career in financial planning, Erin practiced general civil and business litigation in Indianapolis for eight years.

Women & Hi Tech’s ClickSide Chats are monthly, virtual discussions amongst our members to share ideas, resources, and perspectives about the professional and personal challenges we are facing and serve to build new connections with fellow members. ClickSide Chats are held on the third Wednesday of each month, except July, from 4-5pm. One or more members serve as co-hosts and share their experiences, advice, talents, and resources for our greater good. ClickSide Chats are presented by the Membership Engagement Committee, led by Women & Hi Tech Board Member Sahara Williams and facilitated by committee member Tori Harper Mercado.

Sahara Williams is an attorney focused on data privacy and cybersecurity law as well as general commercial transactions. Previously, she operated her own engineering and construction management firm for nine years and served as the executive director of a nonprofit equestrian learning center for youth for five years.

Sahara earned her J.D. from the IU McKinney School of Law. She graduated with a BS in Civil Engineering from North Carolina A&T State University and earned a MS in Civil Engineering from Purdue University. She is an alumnus of the Stanley K. Lacy Executive Leadership Series (Class XXXVII), the Richard G. Lugar Excellence in Public Service Series and the IBJ 2013 Forty Under 40 Class as well as a Soror of Alpha Kappa Alpha.

Tori Harper-Mercado joined the Women & Hi-Tech organization in October 2022 and has worked in the data and analytics consulting space for the past two years. She has previous experience in civil engineering and sports & entertainment working in a variety of marketing and sales type roles. Currently, she works as an Account Executive for CSpring, a local data and analytics consultancy, that specializes in helping business leaders make better, faster business decisions through data analytics/business intelligence solutions designed to be easily adopted by business' teams.

Tori participates and involves herself in areas where she feels she can give back to her community such as coaching and mentoring athletes of her high school track and field and middle school volleyball teams and being an active committee member for Rebuilding Together Indianapolis.

In her spare time, she is a new experience fanatic that thrives off of fun adventures, connectivity, and the love of animals (especially dogs).

**By registering for this event, you acknowledge that you may be photographed, videotaped, and/or audio-taped during the course of this event and hereby give permission for your image, and/or voice to be used in education, training, promotion, advertisement, and/or trade and communications media by Women & Hi Tech in any and all media outlets throughout the world, without restriction as to frequency or duration of usage.**

***PLEASE NOTE: W & HT event registration is non-transferable. ***

All content Copyright Women & Hi Tech, BigStockPhoto, or Trusty Applications
Women & Hi Tech is a 501(c)3 charitable organization, and all donations are tax-deductible to the extent allowed by law. Federal ID Number: 35-2113596. 
Women & Hi Tech, 133 West Market Street, #220, Indianapolis, IN 46204

Contact | Personal Data Usage Policy | Site Map