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Tag: SF Bay Area Chapter

SF Bay Area Chapter Online Event (All Welcome): Improve Your Retirement Plan In Just One Hour

Improve your retirement plan in just one hour.
In the second of a two-part Financial Wellness Series, please join us at this workshop with Chris Welton, Wealth Management Advisor to Silicon Valley executives. We will learn about the six retirement risks, goals to set before and during retirement, and strategies for a sound retirement income plan.

This event is open to all alumni. We hope to see you there!

 

Event Details

Topic: Improve your retirement plan in just one hour.
Event Date: Thursday, September 12, 2024
Event Time: 4 – 5.30 PM PST
Location: By Zoom (Link shared upon registration)

Draft Agenda:
4:00 PM – Welcome & Introductions from Chapter Leads: Hear from our chapter leads about recent and upcoming plans.
4:15 PM – Retirement Workshop with Chris Welton: Chris Welton, Wealth Management Advisor to Silicon Valley executives, will guide our workshop about the six retirement risks, goals to set before and during retirement, and strategies for a sound retirement income plan.
5:30 PM – Wrap-Up: Reflect on key takeaways and close with a few final thoughts.

RSVP HERE

The P&G Alumni Network – SF Bay Area Chapter’s Financial Wellness Series is kindly sponsored by Clavius Wealth Management.

SF Bay Area Chapter Happy Hour & Workshop – Protecting Your Equity-Based Compensation (Virtual option available)

Don’t forget to RSVP for an evening you won’t want to miss with the P&G San Francisco Chapter! Mark your calendars for Thursday, August 15, 2024, from 5:00 PM to 6:30 PM (PST). This exclusive event is part of a two-workshop series sponsored by Clavius Wealth Management. Join Chris Welton, CFP, Wealth Management Advisor, for an in-depth discussion that promises valuable insights, networking opportunities, and connections with fellow alumni.

SF Bay Area Chapter Event – Thursday, August 15, 2024
Location: 777 Twin Dolphin Drive, Redwood City, CA 95448

If you can’t join in person, a Zoom link will be provided when registering.

Agenda:
5:00 PM – Networking Happy Hour: Kick off the evening by catching up with friends old and new over light refreshments.
5:30 PM – Welcome from Chapter Leads: Hear from our chapter board about our recent Wine Country Gathering and upcoming events.
5:35 PM – Workshop with Chris Welton: Dive deep into the essentials of equity-based compensation.
6:30 PM – Wrap-Up: Reflect on key takeaways and close with a few final thoughts.

Discussion Topic:
Protecting Your Equity-Based Compensation in an Economic Downturn
In this exclusive workshop led by Chris Welton, CFP, Wealth Management Advisor, you’ll gain valuable insights into the world of equity-based compensation. This is a vital tool for rapidly building wealth in your career, whether you are in tech or other professions. It is also a significant part of your income that can be vulnerable during economic downturns.

Chris will break down the fundamentals, helping you understand the various forms of equity compensation and why mastering this knowledge is essential not just for negotiating equity-based compensation but for ensuring your financial success through all economic cycles. Plus, you’ll learn little-known yet effective strategies to maximize the value of your equity compensation, whether you’re new to a company or a long-time employee.

We are thrilled about this event and the chance to bring our alumni family together! Please feel free to share this invitation with other P&G Chapter members and guests who would enjoy joining us. Your presence will make the evening even more special.

To secure your spot at our social gathering, kindly register here!

Looking forward to seeing you and sharing an insightful evening together!

Warm regards,
Shantini Munthree, Julie Lumgair & Diane Chen
SF Bay Area Chapter Board

 

The P&G Alumni Network – SF Bay Area Chapter’s Financial Wellness Series is kindly sponsored by Clavius Wealth Management.

SF Bay Area Chapter: Join Us for the Annual Wine Country Gathering

It’s that time of year again to plan for our Annual Wine Country Gathering, and we’re aiming for an even bigger and better event this time around. Our generous chapter board member and host, Karen DeGolia, graciously invites you to her winery, Limerick Lane, for three exciting events over the weekend of July 26th to 27th.

SF Bay Area Chapter Event

– Date: Friday, July 26, 2024

– Location: Limerick Lane Cellars at 1023 Limerick Ln, Healdsburg, CA 95448

– Hosts: SF Chapter Board and Limerick Lane Cellars. We’re delighted to be joined by some global chapter leaders who will also be in town for a PGAN Leadership Summit.

– Itinerary:

  • 4:00 pm Welcome at Winery – Hosted by Shantini, Julie, and Diane
  • 4:10 pm Rocky Knoll Tour: A guided walk-and-talk about the vineyard & winemaking (led by Karen). Don’t miss the chance for an on-location photo opportunity.
  • 5:00 pm Farmhouse Reception – Poolside Wine Tasting & Networking with Foundation and Global Chapter Leaders
  • 8:00 pm Casual Dinner Meetup for those staying nearby – Location TBD

– Cost: $75 per person for catering; wine is complimentary, courtesy of Karen.

To secure your spot at our social gathering, kindly register soon!

Register Soon

Warm regards,

Shantini, Julie and Diane – SF Bay Area Chapter Board 

 

P&G Alumni Foundation: Savor & Support: Dinner in the Vineyard at Limerick Lane Cellars

Join fellow Alumni for our annual Vineyard Experience hosted by Limerick Lane Cellars, the P&G Alumni Foundation, and the P&G Alumni San Francisco Bay Area Chapter at the beautiful Limerick Lane vineyard (1023 Limerick Ln, Healdsburg, CA 95448).  Choose some or all of the options:

RSVP Form here

  • Saturday, July 27, 2024 – Savor & Support: Dinner in the Vineyard at Limerick Lane Cellars for the P&G Alumni Foundation
    $230 per person, with wine generously donated by Karen and net proceeds benefiting the Alumni Foundation
    – Honorary Guest Hosts include Chip Bergh, retired President and CEO of Levi Strauss & Co., and Tarang Amin, Chairman and CEO at e.l.f. Beauty
    – 5:00pm Welcome Poolside with toasts by Deb Kielty (P&G Alumni Foundation Board Chair and former P&G VP)
    – then stroll over to tables set in the historic 1910 vineyard for an exceptional dinner prepared by the acclaimed Sonoma restaurant The Girl & The Fig which will be perfectly paired with wines from the estate plus comments by P&G alum and Limerick Lane Cellars Karen Francis DeGolia
  • Friday, July 26 or Sunday, July 28, 2024 – Golf at Mayacama Golf Club
    $300 per person if playing with Karen. Fees include required caddies. 
    Enjoy the private club and Jack Nicklaus designed course deemed one of the top-100 courses in America. Tee times TBD based on course and your availability. Let us know your timing on the RSVP form in the comments.
Wines are available for optional purchase onsite, online, or by joining the wine club with 10% of proceeds donated to the P&G Alumni Foundation. Please see information on the website (limericklanewines.com) or club@limericklanewines.com for assistance. For electronic purchases, please email pgalumfoundation@limericklanewines.com with your order number to give credit for the proceeds.
 
For a suggested nearby hotel, please click here. The closest airport is STS (or Charles M. Schulz–Sonoma County Airport located 7 miles northwest of downtown Santa Rosa). Note that wine flies free out of STS.

Holiday Open House – SF Bay Area

Join us for an exclusive wine-tasting Holiday Open House.
P&G Friends Old & New

Thursday, December 7, 2023
5.30 pm to 8 pm

Atherton home of Karen Francis DeGolia
Address with RSVP
Casual Attire
An additional guest of yours is welcome.

Start and finish your holiday shopping with Limerick Lane Cellars of Healdsburg. Order now online and wines will be available to take home from the party. Shop www.limericklanewines.com and select “pick-up” instead of the shipping option. Wines will be available to purchase that evening as well.

Take home a special holiday gift of estate-grown Limerick Lane olive oil with the purchase of 6 bottles or more.

RSVP HERE

 

 

SF-Bay Area Chapter Launch: Vineyard Tour, Talk & Tasting

 

SF-Bay Area Chapter Launch: Vineyard Tour, Talk & Tasting

in collaboration with P&G Foundation – virtual/in-person event

If you are in Northern California and interested in alumni activities, we welcome you to the P&G Alumni SF Bay Area chapter!

In true Northern California style, we are launching with a beautiful event in Sonoma. Please join us in Healdsburg for an exclusive wine-tasting afternoon with P&G Alum Karen Francis DeGolia at her winery, Limerick Lane. This Vineyard Tour, Talk, & Tasting will benefit the P&G Alumni Foundation.

About our host alum and the experience:

Karen has the enviable role as the Owner/Proprietor of Limerick Lane Cellars, a 53-acre California estate winery. Karen will give us a tour of her 113-year-old vineyards and the winemaking cellar and lead a talk on wines – e.g., vineyard care, cellar needs, bottling, marketing, tasting tips, etc.

She will also offer both a virtual and in-person optional tasting. Wines are available to purchase and ship before the event, with Karen graciously donating 10% of the proceeds to the P&G Alumni Foundation. For alums in the area on July 14, we will also offer a fun in-person experience, including an optional vineyard dinner.

To register, please use the button below or click on this link.