Beacon Pointe’s Santa Barbara Team hosts WAI Event: What’s Trending?

Beacon Pointe’s Santa Barbara Team hosts WAI Event: What’s Trending?

Beacon Pointe Santa Barbara hosted a fun, informative evening through their Women’s Advisory Institute at Gallery 113 located in La Arcada.

The night began with local wine and hors d’oeuvres paired with refreshing conversation. The evening kicked off the with our guest speaker, Anaiya Mussolini – CEO of Travel with Anaiya. She engaged the audience with stimulating stories about her cultural travel business as well as her luxury travel offerings. She offered insight as to what she sees as recent trends in the travel industry, such as spiritual and healing retreats, solo travel and cultural travel.

Sara Kalsman, CFP®,  Commie Stevens, JD and Kelly DiGonzini, CFP® shared the latest trends in family finances, financial fitness, preparing family meetings and trends in financial freedom.

Key Takeaways:

  • People are spending more money on experiences versus material items; research has found this increases overall happiness and well-being
  • Making the decision to gift purposefully through funding a child’s Roth IRA or gifting/loan for a down payment
  • How to avoid conflicts and prepare for family meetings
  • Trends in financial freedom of people working in some capacity longer

Group L to R: Tammy Turner (Beacon Pointe), Commie Stevens, JD (Beacon Pointe), Kelly DiGonzini, CFP® (Beacon Pointe), Anaiya Mussolini (CEO of Travel with Anaiya), and Sara Kalsman, CFP® (Beacon Pointe)

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