EVENTS
The RISE Women in Healthcare Leadership Summit
June, 2023 // Atlanta, Georgia
As a guest speaker, Jennifer shared the various components and resourcecs to build a faily love letter. She disccused the different stages of financial sophistication, leaving a legacy, shared stories, and inspired women of all backgrounds to take control of their finances.
Galentine's Day at The Centre for Women in Tampa
February 10, 2023 // The Centre for Women, Tampa
Kickoff to Galentine’s Day with sweet treats and love letter workshop you won’t want to miss. Squeeze all the love out of this season with Financial Expert + Author Jennifer Lee as she breaks down how to write your family love letter.
Valley Bank Women in Business
July 20, 2022 // The Mahaffey Theater, St. Petersburg
Guest speaker Jennifer Lee discusses the need for business women to take control of their finances and better prepare for the future.
Sip, Shop, & Squeeze the Juice
May 25, 2022 // Blend Fashion House, Sarasota
A Wednesday night out with your girls! Guests enjoyed a glass of bubbles while the lovely Blend Babes styled women in all the latest trendy new arrivals, while other attendees were pampered by local amazing businesses like Boutique Botox or Anue Aesthetics. Jennifer shared an excerpt from "Squeeze the Juice" about why writing your family love letter is more important than ever.
Wine Down Wednesday w. Estate Planning Attorney Michelangelo Mortellaro
March 23, 2022 // Mortellaro Law, Tampa
Kick off the start of Spring with a glass of wine, lite bites, and a lesson in love you don’t want to miss. Spring cleaning is more just organizing your closet—it’s about getting your documents in order, planning for your family’s future, and preparing your own legacy so that the ones you love the most never have to worry about your wants and needs.
Sip & Squeeze the Juice at Book + Bottle
February 6, 2022 // Book + Bottle, St. Petersburg
A heartfelt and informative event with Jennifer Lee, founder of Modern-Wealth and author of “Squeeze the Juice: Live with Purpose, then Leave a Legacy,” on how to squeeze the juice out of life! Guests learned how to write letters to our loved ones, be it friends or family, in an interactive workshop led by the very talented and knowledgeable author.
Brunch & Bubbly w. Attorney Megan M. Kelly
January 23, 2022 // Juicelation, Naples
It's time to write your New Year Love Letter, and Jennifer and Megan have you covered. Guests learned how to prepare legally and financially for 2022. The last two years have made people realize that protecting themselves legally and financially is more important than ever. And it's never too late to start thinking about retirement, palnning your family's legacy, and sharing your wants and needs with the ones you love the most.
Tips from Top Planners w. Attorney Megan M. Kelly
October 13, 2021 // Bad Ass Coffee, Naples
Megan M. Kelly is a seasoned estate planning attorney with a passion for serving women and over 20 years of experience in the field, and Jennifer Lee is the founder of Modern-Wealth and author of “Squeeze the Juice: Live with Purpose, then Leave a Legacy” — together they hosted a unique ladies' night out not to be be missed! Megan and Jennifer joined forces to share their expertise with women looking to put their best legal and financial foot forward.
Wine Down Wednesday Women's Night Out
September 8, 2021 // Dracula's Legacy, St. Petersburg
Jennifer Lee, founder of Modern-Wealth and author of ‘Squeeze the Juice: Live with Purpose then Leave a Legacy,’ very first Wine Down Wednesday Women’s Night Out at Dracula's Legacy was a success! Jennifer shared an excerpt from her new book, discussed how women can empower themselves to start emotionally and financially preparing for their futures, as well as provided insight on the most important piece of the financial puzzle, the family love letter.
Financial Wellness for Women
May 6, 2021 // Virtual
Whether you’re an expert with your finances or just starting to budget, financial know-how is essential for every woman. Join Mark A. Parks, Jr., Chief Financial Officer for the City of West Palm Beach Florida and Jennifer Lee, the founder of financial firm, Modern-Wealth to learn about the importance of being empowered to maximize your money through investing and navigating finances during transitional times in life.
Mark A. Parks, Jr. CPA, MBA currently serves as the Chief Financial Officer (CFO) for the City of West Palm Beach, Florida and is the author of the recently released best-selling book, "The Gift - The Essential Guide to Money and Investments for Women."
Jennifer Lee AWMA®, AIF®, is the founder of financial firm, Modern-Wealth, a Sarasota based financial firm with a focus on helping indiviuals experiencing transition from divorce, to the loss of a spouse, to retirement. She's the author of "Squeeze the Juice: Live With Purpose, then Leave a Legacy."