2021 CW3 Summit
Thursday, January 21, 2021
The CW3 CONFIDENCE Virtual Summit is an immersive experience event for women, empowering them through Financial and Wellness Education.
What you’ll learn
The CW3 Summit is centered on the 7 Keys of Financial Wellness and the 7 Principles of Self-Care.
The 7 Keys to Financial Wellness
Robert L. Schein developed the 7 Keys to Financial Wellness to help women unlock their potential and overcome all impediments on their journey to financial wellness. Throughout Rob’s past 20 years as a financial advisor, he has had the privilege of advising, serving, and guiding many families through all aspects of their financial lives. At the 2021 CW3 Summit, he and seven guest speakers will unlock the doors to financial empowerment and confidence.
The 7 Principles of Self-Care
During her personal journey, Bronwyn Ison developed the 7 Essential Principles of Self-Care. Self-Care continues to surge in popularity and while you think it may be a trend, there are no signs of it slowing down. People are hungry for knowledge and if you haven’t already established a plan for yourself, it’s likely you’ve been telling yourself that you need one. If you knew that personal Self-Care could improve your overall happiness and boost your confidence would you take the plunge to serving yourself better? Join Bronwyn and her 7 guest speakers to learn the tools that will open up the fulfilling experience of truly caring for yourself.
2021 CW3 Speakers
Our speaker lineup this year includes our founder Robert L. Schein, wellness expert Bronwyn Ison, Dana Vollmer, a 3-time Olympian and 5-time gold medalist, and our keynote speaker Lori Crete—an entrepreneur, celebrity aesthetician, and expert beauty consultant. In addition, 15 other wealth and wellness professionals will be presenting 17 sessions packed with up-to-date information, actionable steps, and increased confidence in their own abilities. CW3 attendees will leave the summit feeling inspired and ready to start creating their ideal lifestyle.
Robert L. Schein, AIF®
Lead Speaker
“The 7 Keys to Financial Wellness”
Fiduciary Wealth Advisor, Founder of The FEW and the CW3 Summit, Robert is recognized for his leadership in the financial arena and has been featured in various publications, such as The Wall Street Journal, CNBC.com, Forbes, Yahoo! Finance, On Wall Street, Investment News, The Desert Sun, and Palm Springs Life.
Dana Vollmer
CW3 Special Guest
“The 1st Key to Financial Wellness: Mindset”
Three-time Olympic swimmer. Fourth most gold-medaled female swimmer in US history. Founder and CEO of Dana Vollmer, LLC.
Lori Crete
Keynote Speaker
“Your Internal Powersuit – Wearing Your Wisdom Well”
Licensed Esthetician, Beauty Industry Consultant & Speaker. The host of the top-rated podcast, Beauty Biz Show. Featured on FOX 11, ABC, and KESQ News. Quoted as a “Beauty Guru” by extratv.com and American Spa Magazine Women in Wellness Mentor of the Year.
Bronwyn Ison
Lead Speaker
“The 7 Principles of Self-Care”
Director of Communications, Editor, and TV Host for Trivita, an integrative wellness company in Scottsdale, AZ. Founder of EvolveYogaOnline.com, Yoga On Demand, and 7-Principles to Self-Care and Confidence, two signature online programs that encourage overall well-being.
Bronwyn Ison and Robert Schein
CW3’s Empowering Speakers
( We love our speakers. )
KRISTEN MARTINEZ | Topic: The 2nd Key to Financial Wellness: Open to Growth
Kristen has been one of the Coachella Valley’s premier mortgage brokers for over fifteen years. She epitomizes integrity, energy, hard work, and creative service in every detail of each transaction and her extensive knowledge of the residential mortgage market is unparalleled. Kristen understands that today’s business climate requires new approaches. She believes in the team concept, optimized by the tools of business and social networking which enables her to help her clients achieve their goals. [Read more…]
VALERIE POWERS SMITH | Topic: The 3rd Key to Financial Wellness: Negotiation
Partner at SBEMP with over twenty-one years of experience, practicing in the area of Trusts, Estates & Probate and Special Needs & Elder Law; and Chairs those Departments within SBEMP. Valerie has written extensively, co-authored several publications, and lectured throughout California, Pennsylvania, New Jersey, and D.C. Valerie has served on a variety of Boards and currently sits on the Board of Directors for Leadership Coachella Valley and the Desert Estate Planning Council. [Read more…]
VICKI HIGGINS | Topic: The 4th Key to Financial Wellness: Plan
Vicki Higgins achieved high-level career success then left to start her own business. She is now CEO of Connexion Partnerships sponsorship agency in Palm Desert, CA. She’s passionate about PLANNING and serves as a business mentor to help women who have achieved career success (yet feel unfulfilled)… now put together their own PLAN to create an encore career or business of their dreams. [Read more…]
LEILA MCCAULEY | Topic: The 5th Key to Financial Wellness: Family and Community
Leila McCauley is a mum of two boys, a wife, a real estate investor, a breast cancer survivor, and a Marriage and Family Therapist. Before all this, she was involved in television news as a reporter, then anchor, and finally News Director. She made the switch to the field of mental health counseling more than 15 years ago and has been loving it ever since. Leila works with one of the biggest social services providers in the desert, Jewish Family Service of the Desert, and also runs a private practice treating both children and adults. She seeks to get to the HEART of life’s issues; seeking healing, compassion, and greater understanding for admittedly, herself, and her much-loved clients. [Read more…]
MICHELLE GRIFFIN | Topic: The 6th Key to Financial Wellness: Network of Advice
Michelle served as Senior Vice President of Northern Trust for 25+ years, serving her clients with a high standard of excellence, in not ONE but 3 different business units. Throughout those years, she continually negotiated between the needs of the Bank, her clients, and her own limited time. All of which prepared her to launch an amazingly successful consulting practice 3 years ago – MDG Consulting Services. [Read more…]
JAY NIXON | Topic: The 7th Key to Financial Wellness: Self-Care
Jay Nixon is an accomplished speaker, author, coach, and mentor whose mission is to help every person who works with him get results, period. He is the owner of the Thrive Fitness Studio in Palm Desert, California, and the creator of the Thrive Forever Fit Transformation Program – a personal development program designed to help you look and feel your best. [Read more…]
CAROL LOURIE | Topic: The 1st Principle of Self-Care: Daily Morning Routine
Carol Lourie is a Naturopath, Acupuncturist, Homeopath, and integrative breast cancer expert. In her clinical practice, Carol focuses on providing complementary tools that ensure the whole woman is treated and every woman has the knowledge she needs to regain her health during and after treatment. Carol brings a welcome message of hope, balance, and healing because she knows from long years of practice that healing is always possible! [Read more…]
ANDREW SCHULTZ | Topic: The 2nd Principle of Self-Care: Faith
Andrew is an International Yoga & Mindfulness Teacher, Personal Development Coach, and Podcast Host. Once a standout 3-time all-conference NCAA baseball player and an accomplished corporate Vice President, Andrew now works to positively impact his community through his online transformational coaching programs. [Read more…]
AMY HARGETT | Topic: The 3rd Principle of Self-Care: Love and Healthy Relationships
Amy Hargett is co-founder and owner of the multi-faceted wellness brand, HARGETT, and has been in the wellness industry for over 2 decades. Lovingly referred to as “Boss Lady”, Amy oversees this impressive operation with the help of her husband and family, and an amazing staff! She also works with a wide range of clients that she hopes to inspire through extending kindness, understanding, and passing along her passion for education. [Read more…]
THALIA HAYDEN | Topic: The 4th Principle of Self-Care: Confidence
Thalia is the Anchor & Health Reporter at NBC Palm Springs, and a certified professional health & wellness coach. Thalia is most known for her extensive knowledge and expertise on all health matters. Her segment, Your Health Today, focuses on how to live a balanced life and stresses the importance of physical, mental, emotional, and spiritual health. [Read more…]
LAUREN DEL SARTO | Topic: The 5th Principle of Self-Care: Take a Stand
Lauren Del Sarto is a consummate entrepreneur and founder/publisher of Desert Health. Her corporate careers include Morgan Stanley (Wall Street) and Dorothy Hamill’s Ice Capades (nationally), while her entrepreneurial ventures include a marketing and sponsorship agency, an equestrian construction company, and the Desert Health® brand. She lives life with passion and shares valuable lessons learned in her blog entitled It’s All About Balance: Journeys of an Overachiever. [Read more…]
DANIELLA RUSHTON | Topic: The 6th Principle of Self-Care: What “IF” to what “IS”
Daniella Rushton is a British author. Over the course of several summers whilst vacationing with her family, in the delightful desert sun of the Coachella Valley, California, she formulated the concept for her new book series The Panther Tales. Her son, challenged her to channel her renowned imagination into writing this book series. The Panther Tales was born and ‘The Watchers and The Gifted Ones’ is the first book of the series. She is also an advocate in the Christian faith, believing in oneself, finding and using one’s ‘Gifts’ in life. [Read more…]
KATE SPATES | Topic: The 7th Principle of Self-Care: Fearless Living
Kate is known as a Leader. Connector. Rainmaker. Problem Solver. Writer. Producer. Traveler. Music Enthusiast. Wine Enthusiast. Mother of Twins. A successful entrepreneur in the digital marketing space for 20 years, Kate has led several teams of professionals to create award-winning marketing materials and have affected revolutionary change through process automation and marketing to businesses and organizations throughout the Coachella Valley and beyond. [Read more…]
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