Current & Recent Events

Our Calendar is filled with exceptional programs for our members to enjoy: engaging luncheon programs, seminars, lectures, private tours, social and cultural gatherings. The Foundation has established a track record of providing a robust curriculum on a range of issues important to our lives. Our community continues to grow and thrive!

In addition to Financial Education, our regular programs include  The Happiness Club: “Making Happiness A Choice” and “Without Health You Don’t Have Wealth”. The Happiness Club is an educational, non-profit social group with the mission to promote the benefits of being happy, the powerful connection between emotional and physical well-being, and the restorative power of the joy of living. Our motto is “Making Happiness a Choice” and each month we feature inspirational speakers. Our meeting is an uplifting opportunity to make new friends, connect with old friends, chat and share experiences.

Foundation events are primarily for our Women Members. However, we welcome Gentleman and Guests. Never hesitate to encourage a partner, friend, or family member to attend. Both Men and Women are welcome to join us. The choices you make today can determine how the rest of your life unfolds. Contact us at

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Late February & March 2020 

We have a New Season of Amazing Events for our Members! 

Palm Beach
“Win the War For Money and Success”

SPEAKER: Neil Jesani
DATE: Thursday, February 20, 2020
TIME: Reception 5:30pm, Presentation 6:00pm to 7:00pm
LOCATION: Hai House, 150 Worth Avenue, Second Level, Palm Beach
COST: Members $25. Non-Members $30.

 Neil Jesani is author of “Win the War For Money and Success”, a self-help financial book to help us understand some of the most important financial concept and strategies to create a better investment portfolio, increase retirement income, and create a substantial inheritance. His book shares strategies developed working one-on-one with his high net worth clients for the past 20+ years.

Neil understands that many of our members are self-employed, or aspiring to be self-employed, and small business owners. His presentation will surprise us with little-known facts and insights, and a basic framework for wise investment decisions. Neil will provide investment advice that we can utilize now, and as our life needs change as we go forward.

Neil believes “Investment decisions might seem small today, but they can have far-reaching impact on your life. I want you to be on the right path from the beginning.”

Neil Jesani is a top financial planner and president of BeamaLife Corporation – a boutique financial planning firm catering to the needs of high–income earners and high-net-worth individuals across the United States. He is also a Certified Financial Planner (CFP), speaker and business builder. After helping more than 4,000 doctors and 3,000 successful small business owners and professionals over the last 20 years, Neil realized that most people struggle to understand the complicated nature of investments, taxes, insurance, banking and other financial concepts. These experiences drove him to write Win the War for Money and Success.

Reviews for his book include:
“Win the War for Money & Success” reveals the strategies for people who end up paying a higher percentage of their income in taxes. A must read!” – T. Harv Eker, #1 New York Times Bestselling Author of Secrets of the Millionaire Mind(TM)

“Reminiscent of “Rich Dad, Poor Dad”, Jesani’s book breaks down a wide variety of financial structures and institutions to not only explain their history and use, but provide a basis for readers to create their own strategy for financial security. This book will benefit people who don’t have an army of tax lawyers, financial advisors or estate planners, or those who want to educate themselves before consulting the experts.” – Ali Velshi, MSNBC Anchor and Business Correspondent


Palm Beach
LUNCH & LEARN SERIES with Happiness Club Palm Beach and Vegan Wagon
“Upgrade Your Nutritional Operating System with the 80/20 Diet Protocol”
DATE: Tuesday’s in Season: February 25th; March 31st; April 28th
TIME: 12:00pm to 1:00pm
LOCATION: Coyo Taco, 340 Royal Poinciana Plaza, Palm Beach
COST: $45. per Lunch  

Eat your way to a happy, healthy and balanced life. This isn’t just about promoting better eating habits, it’s about living better!

Chef Alex Cheblal and Melanie Cabot will host monthly Lunch & Learn programs throughout season on the last Tuesday of each month. During our healthy lunch we will introduce the 80/20 Rule for eating healthier where you eat a “clean” diet 80 percent of the time and allow yourself to enjoy a few indulgences 20 percent of the time. Many find this is a way for a more balanced approach to a healthy diet and a healthy lifestyle. Our conversation will include ways to maintain healthy eating habits, achieve your ideal weight, and feel happy and healthy with a diet that allows for both balance and indulgence!

Originally from Geneva Switzerland, Chef Alex Cheblal was born on a farm with a macrobiotic lifestyle and learned his craft the old-fashioned way. He was mentored at an early age by Master chefs in France, Switzerland, the United States, and Japan. Inspired by these international flavors. His knowledge of plant-based nutrition has been shaped by the Functional Medicine, Integrative, and Holistic practitioners, as well as the local, organic non-pesticide farmers with whom he partners. Chef Alex created Vegan Wagon to be your source to bring highly-nutritious, locally sourced and crafted farm produce straight to your plate. 

Lunch Dates

Palm Beach
March “Making Happiness a Choice” Happiness Club Palm Beach
SPEAKER: Paula B. Leed
DATE: Monday, March 2, 2020
TIME: Reception 5pm, Presentation 5:30pm to 6:30pm
LOCATION: Bice Restaurant, 313 Peruvian Ave, Palm Beach
COST: Members $25. Non-Members $30. At the Door $35.

Are you happy? Palm Beach resident Paula B. Leed has written “From Half-Full to Over-Flowing: A Simple Guide to Personal Happiness”. This easy and fun read is a common sense guide that will show you how to live a happy fun filled life! Already feeling joy? Reaffirm those feelings, and get a new perspective on living each day with confidence. Paula’s practical style and advice is written in a direct, thoughtful and humorous way. This awesome book unlocks the secret to making every day your “BEST DAY EVAAH !

Paula Leed is a successful award-winning jeweler, author and happiness coach. Her quest to teach people the importance of a life filled with joy is a mission started when she got her bachelor degree in recreational therapy. “My motto is LOVE YOURSELF! Tomorrow may never come; yesterday came and went; your future begins today!”

Happiness Club

Palm Beach
Panel Discussion: “Healthy, Wealthy & Why’s: Ignite Your Path to Happiness”

DATE: Wednesday, March 18, 2020
TIME: 5:30pm to 7:00pm
LOCATION: Hai House, 150 Worth Avenue, Palm Beach
COST: $30 Members, $40. Non-Members, $50. at the door, space permitting

Do you want to feel secure, empowered, energized and happy? Well this is the event for you!
We have a wonderful panel of four exceptional speakers who will share easy and effective tips and tools that show how having a balanced life of health, wealth and purpose is the key to emotional well-being. When you have a solid foundation of being equipped with tools on how to have a healthy lifestyle, a wealth management system, insurance know how, and following your life’s purpose will make you feel, empowered, energized, safe and secure. Which leads to Happy!

Our esteemed panel of speakers from each category are:
Healthy: Theresa Valinotti/ Healthy Lifestyle Consultant
Wealthy: Ellen Stewart/ Wells Fargo Financial Advisor,
Janise Holtz /Brown & Brown Insurance, Senior Executive Risk Advisor
Why’s: Dede Lyons/ Founder Feel Good Express, Empowerment Coach

We’re grateful to have such a powerful and inspiring group of women collaborate on this wonderful panel.
You won’t want to miss this special Happiness Club presentation!


Palm Beach
2020 Brings New beginnings! Its a new year and a new decade and we’re planning a calendar of great events for our members. Don’t miss out…Join us!


Our programs are helping smart women get smarter and master their finances.
Not yet a member? Join us now!

Monthly Evening Reception
“Making Happiness a Choice”. Monthly Inspirational Speakers. The Happiness Club is an educational non-profit social group within the Foundation with the mission to promote the benefits of being happy. Positive emotions have been linked in scientific studies with better health, longer life, and overall well-being. Without health, you don’t have wealth. More at   

Reception & Presentation
“No One Loves Your Money More Than You!” Karl B. Kaufman, CEO American Dream Investing.

Reception & Presentation
“BREXIT: The Origins, Epic Struggle, Betrayal, Likely Solution with Strategic Implications for the United States and the Dollar with John Browne, former Conservative Member of Parliament, political writer and Vice President of the United Kingdom Independence Party”

Reception & Presentation
“Why LinkedIn? Using the world’s largest professional networking site more effectively for branding and marketing”

Luncheon & Presentation
“DreamOway: One Woman’s Social Media Creation”

Reception & Presentation
“Cybercrime: Taking Action to Protect Yourself”

Luncheon & Presentation
“The Strengths of Women”

Reception & Presentation
“Women Are a Game Changer for Economic Growth”

Luncheon & Presentation
“Many Paths to Happiness”

Wellness Program & Luncheon
“HeartMath with Sarah Palmer and Vegan Wagon Lunch at Dovecot Farm”

Reception & Presentation
“Travel is the Secret to Happiness” & “Being Organized for Travel”

Reception & Presentation
“How Behavioral Finance Influences Our Money Choices”

Reception & Presentation
“Social Security is Here for the Long Haul”

Reception & Presentation
“Hot Topics for Unmarried Couples and Cohabitating Partners”

Reception & Presentation
“Encore: Work, Volunteer and Educational Opportunities for People over 50”

Reception & Presentation
“Ask Robert Seibel, Esq.: The Women’s Profit”

Breakfast & Presentation
“What the 2018 Tax Law Means to You & Becoming a Florida Tax Resident”

Wine Tasting & Conversation
“Merlot & Money Management for Millennials”

Luncheon & Workshop in New York City
“The 5 Money Types”

Luncheon & Seminar
“Financial EmPOWERment Strategies for Women”

Reception & Presentation
“BANKRATE: Managing Your Credit Identity”

Luncheon & Conversation
“Perception vs. Reality: Investing for today and beyond”

Special Presentation
“The Equifax Security Breach: Safeguarding You Financial Information”

  Luncheon & Seminar
“Credit and Women: Managing Your Financial Identity”

Luncheon & Seminar
“Women & Retirement: Are You Ready to Retire?”

Luncheon & Conversation
“What Women want from Wall Street”

Luncheon & Seminar
“Understanding Estate Planning”

Series of 3 Morning Workshops
“Financial Managers: Who is Actually Investing Your Money Day-to-Day;
Investing Basics; Diversification Basics”

Luncheon & Seminar
“Making the Complex Simple: How the Financial Industry Works and
What They Don’t Tell You About Fees.”

Art Gallery Talk & Reception
“Taglialatella Galleries Introduction to Enjoying and Collecting Fine Art”

Luncheon & Seminar
“Thinking Strategically About Divorce: What Women Need to Know About Protecting Themselves”

Luncheon & Seminar
“How to Choose a Wealth Advisor: Key Questions to Ask”

Luncheon & Seminar
“Women and Philanthropy: Planning your Legacy”

Cocktail Reception & Seminar
“Cyber Security and On-Line Banking”

Luncheon & Seminar
“Women Rock Their Finances: Five Steps to Financial Security”

Cocktail Reception & Seminar
“10 Key Habits of Financially Successful Women”

Luncheon & Seminar
“Girls Rock their Finances: A presentation tailored for Young Ladies and their Mothers or Grandmothers about Financial Security.”

Luncheon & Seminar
“Lives in Transition: Financial Stability for Widowed or Divorced Women”

Technology Workshop
“Technology Literacy: Sharpen your “i” Device skills to be more technologically agile”

Luncheon & Seminar
“Preparing a Family Love Letter: Vital Information for your Family in a Time of Confusion”

Private Tour & Lunch
Behind the scenes tour of the Federal Reserve Bank of Atlanta, Miami Branch

Luncheon & Seminar
“Holiday Stress: Without Health there is no Wealth. Tips to help you “Keep Calm and Carry On

Holiday Party
Holiday Champagne Reception

“If you have knowledge, let others light their candles by it.”

-Margaret Fuller