Our Presenters

Only qualified professionals are chosen to speak at Second Saturday.

Laura Steinbeck, CFP®, CDFA®

Laura provides insight and solutions that help her clients understand the impact of their financial decisions and assists them in achieving their financial dreams. Her goal is to create a clear financial picture for her clients and to educate them on how to best implement solutions that match their priorities and resources. With a focus on comprehensive financial planning, divorce planning, tax strategies, and investment management services, Laura serves as the trusted resource for all aspects of her clients’ financial lives, and treasures the lasting relationships that are built through that trust.

Laura has served on the San Ramon Chamber of Commerce Ambassador Committee for the past 12 years and has held positions on the Board of Directors. She is also a member of the Institute of Divorce Financial Analysts.

Through her volunteer work with Second Saturday and Divorce Angels, Laura hopes to educate members of the community on divorce financial topics, arming them with the information they need to thrive. Laura works with her clients and and their attorney throughout the divorce process. She analyzes settlement options to help ensure an equitable financial settlement, and educates her clients on how that settlement will impact them financially now and in the future.

Laura has also been teaching retirement seminars for 12 years, and Junior Achievement Financial Programs at the high school level for the past 5 years.

A Midwest transplant, Laura holds a B.A. degree from the University of Iowa. She completed the Graduate Certificate program in Financial Planning in 2003 from DePaul University and earned the Certified Financial Planner™ (CFP^®) professional designation in 2004. She also earned the Chartered Financial Consultant™ (ChFC®) and the Certified Divorce Financial Analyst® (CDFA™) designations in 2014.

Laura lives in West Dublin with her husband, Mike, and their beloved rescue boxer, Barney.

_{Laura Steinbeck is a financial advisor with Summit Financial Group and registered representative and investment advisor representative of Securian Financial Services, Inc. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.}

Jeneen Slack, CFP®, CDFA®

Jeneen is dedicated to providing sound advice, effective implementation, and personalized financial planning services to individuals and families. She focuses in areas of personal finance, including retirement strategies, investments, tax strategies, insurance, estate and divorce matters. Jeneen is motivated by making a difference in her clients’ lives and enjoys cultivating long-term, meaningful relationships.

Specialized training, financial planning and investment expertise, serve as the basis for Jeneen’s financial proficiency in areas of divorce. She works closely with her clients and their legal counsel to deliver professional and discrete analysis of the short and long-term financial impact of the proposed divorce settlement. Post-divorce, Jeneen understands that all of the fundamental components of a sound financial plan — creating a budget, investing, planning for retirement, owning a home, making sure you don’t outlive your money, understanding your goals and aspirations, saving for college, life insurance, etc. — should be completed under the guidance of an advisor who is very familiar with the needs and issues of recent divorcées. Developing and executing a new plan is essential for financial stability and a sense of security.

Jeneen holds a bachelor’s degree with a concentration in Finance, the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ certifications, and is an active member of The Institute for Divorce Financial Analysts (IDFA™) and The Financial Planning Association (FPA®).

_{Jeneen is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group is independently owned and operated. Summit financial Group and Securian Financial Services, Inc. are not affiliated with Second Saturday. Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.}

Laura Steinbeck and Jeneen Slack are financial advisors with Summit Financial Group and registered representatives and investment advisor representatives of Securian Financial Services, Inc. Neither Securian Financial Services nor Summit Financial Group are affiliated with Second Saturday, WIFE.org, or any other professionals that present as part of this program.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Family Law Attorneys- Local, highly qualified attorneys affiliated with well-established firms serving the Contra Costa and Alameda counties.

Marriage and Family Therapists- Licensed, practicing counselors who specialize in working with individuals, couples and families.

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Our Presenters

Laura Steinbeck, CFP®, CDFA®

Jeneen Slack, CFP®, CDFA®