ASK ADVISORY GROUP
MEET ARLENE KAPLAN
Arlene S. Kaplan is founder and president of ASK Advisory Group, LLC, a dynamic educational, training, and professional development company. Calling upon her personal life wisdom garnered from the school-of-hard-knocks, and her professional experience on Wall St., Arlene is the architect/leader of a diverse range of life-changing programs that provide a holistic approach to career achievement, leadership, personal life satisfaction and financial empowerment. Clients who have worked with Arlene report that they gain new perspectives and processes that enable them to move responsibly and confidently forward knowing that their future rests with them. Arlene has been described as passionate, compassionate, insightful, persistent, candid, and visionary.
STEP OUT and BE BOLD! is Arlene's signature program. She's on a crusade to inspire women to live their vision for successful and rich lives. Changing your life around can be truly frightening. Arlene knows. For many years she walked a fine line between ambition, supporting herself and her family and being miserable due to lack of personal time and personal fulfillment. In other words her successful career was killing her! STEP OUT and BE BOLD (www.stepoutandbebold.com) programs were born out of this experience and Arlene's passion to see women have a higher quality life experience by building personal and professional success action plans based on their skills, strengths, and life purpose.
Calling upon her experience as one of the trailblazer women on Wall Street her passion for the financial markets and her expertise in investment management and portfolio strategy, Arlene's Wealth Builder Workshops (www.wealthbuilderworkshops.com ) educate about investing in the financial markets and help people master their relationship with money and wealth. Arlene works with people to re-create their money personalities and gain confidence in how they relate to money, as well as guiding them through the various financial stages of their lives. Arlene has the unique ability to simplify complex financial concepts and demystify the process of investing, enabling her students feel confident to act on their own behalf and take responsibility for their own financial affairs.
Arlene has a BA in sociology from Penn State University and an MBA in finance from Adelphi University. She is a member of the Graduate School of Coaching and is licensed to deliver many coaching programs and perspectives. Arlene is a graduate and President's Club member of the Sandler Sales Training Institute.
Arlene is devoted to philanthropy. As a past chair of the Penn State University Alumni Association Budget & Finance committee and Executive Board member, she was recognized for her outstanding work in helping the Alumni Association examine and improve its fiscal and investment management. Currently, Arlene is a member of the PSUAA Investment Subcommittee. Arlene is a founder, past president and board member of the Penn State Professional Women's Network of NY. Community activism (former President of her civic association), advocate for women's advancement, volunteer for a number of causes to fight disease, all demonstrate Arlene's desire to make a difference. She is a frequent keynote speaker and guest lecturer on a variety of topics.
Fully cherishing life, Arlene embraces the philosophy that it can't hurt to try anything (well, almost anything) once! On a typical day, she can be found engaging in any number of pursuits including: trying to figure out the stock market, meditation, reading (mostly nonfiction personal and professional development and inspiring biographies), singing, watching sports, particularly Penn State Football and college basketball, fitness, experiencing nature, as well as sharing special moments with family, friends, and colleagues.