InsuranceWebX Mentor Center

Top Leadership Speakers

Mentor Category: Coach
Arlene Cogen Headshot

Arlene Cogen

Arlene is a motivational and inspirational speaker on charitable giving and philanthropy. Arlene Cogen is a Certified Financial Planner, bestselling author of Give to Live, and creator of the TIME system. Arlene’s TIME system breaks philanthropy down into bite sized understandable pieces and shows advisors how they can use philanthropy to retain and gain assets. Arlene began her career on Wall Street. She spent over 20 years in the trust and investment world. Desiring change and wanting to lead by example for her two daughters, Arlene then helped guide the ninth largest community foundation in the country for almost a decade. Arlene brought in 30-40% of giving statewide annually, all while helping advisors build deep relationships with their clients and engage the next generation. Arlene can be heard on over 30 national and international podcasts including: Better Money Decision, Richer Soul, and Successful Generations. She has written articles for AdviseHer, HorsesMouth, and the Portland Business Journal. She has been quoted in national publications: Investor’s Business Daily, AARP, and Arlene serves on the Board of the Portland Estate Planning Council, the Oregon Chapter of The National Speakers Association, and Toastmasters. She is an active member of Women in Insurance and Financial Services, The Financial Planning Association, Northwest Planned Giving Roundtable, and Jewish Federation.