Women and Wealth Week

Women today have much to celebrate! Over the past few generations, women have made impressive social strides and are more educated, earn higher income and assume a more powerful role in both the workplace and with home finances. Over 47% of women in a recent survey considered themselves the CFO of their home. However, the financial industry is still very male-focused leaving many women feeling financially insecure.

Almost all the women surveyed believe that knowledge is power and that financial guidance provides is key to financial confidence.

With that in mind, we have created the Women and Wealth Week where we will be holding multiple live events and training throughout the week all focused on financial issues pertaining to women and with a woman’s perspective.

We will be covering:

  • The Dream Retirement Process
    • What you want – What you have – What you need – What to do
  • The 4 areas of your financial life – Tax Planning, Cash Flow Management (including retirement income), Investment Positioning and Estate Preservation
  • What are the keys to success in each area?
  • The importance of having all areas coordinated and working together

You will hear from guest speakers including:

  • Mary Helen Conroy will be speaking about passion and purpose, Life is a Daring Adventure
  • Shayna Borakove will be talking all about estate planning
  • Guy Riccardi will share investing secrets

Our Roundtable Team will talk about important but often overlooked aspects of banking, insurance, real estate, and taxes

  • Kari Wunderlun, Banker
  • Leah McDonald, Banker
  • Christina Weitzel, Real Estate Professional
  • Christine Stein, CPA
  • Tracy Zander, CPA
  • Carrie Heins, Insurance Professional

We will also be hosting a peer panel where you will hear other woman’s perspectives on financial planning, purpose, retirement, caring for a spouse, and more.


Women and Wealth Week

  • Please enter your name as it appears on your personal Facebook profile so that we can add you to our Women and Wealth Group!