Fun locations. Genuine topics. Empowering conversation.
Women & Wealth Events are designed to foster collaboration, community, and growth in specific areas of financial planning.
Bring a friend! But sign up early, as these fill up quickly.
(IN-PERSON)
Women’s Guide to Financial
Self-Defense
Thursday, May 15
6:00 pm – 8:00 pm CT
(IN-PERSON)
Her Stage Her Story
Wednesday, June 18
6:00 pm – 8:00 pm CT
Join us for Her Stage, Her Story, a powerful evening of inspiration and impact featuring four extraordinary women leaders sharing their personal journeys—from boardrooms to opera stages. Meet the inspiring panelists:
- Rashi Arora Khosla – Founder & CEO, Mars Solutions Group
- Lynnea Katz-Petted – Non-profit leader sharing her story of healing and impact
- Maggey Oplinger – General Director & CEO, Florentine Opera Company
- Elyse Edelman – Professional Freelance Theater Artist
Moderated by Deanne Phillips, the evening includes live entertainment, wine-themed fundraising including a wine-walkabout and wine pull, and stories that will leave you energized and inspired.
All proceeds benefit UPAF and the performing arts organizations that bring our community to life.
Reserve your spot today!
Watch
One of our core missions is to educate and increase financial awareness. Follow the Women & Wealth playlist on YouTube
Research Shows
American women are leading the way as business owners and entrepreneurs. They oversee household purchasing decisions and control the majority of wealth. Despite these gains, women still face unique challenges that make planning a priority.
Women are adding to their assets a rate of $5 trillion per year globally.
Boston Consulting Group, Women in Wealth, Managing the Next Decade of Women’s Wealth, 2020.
Women now control 52% of wealth, which is expected to grow to an estimated two-thirds by 2030.
National Association of Women Business Owners, 2017.
Only about half of women feel confident about managing investments compared to more than two-thirds of men.
Women and Financial Wellness: Beyond the Bottom Line, AgeWave 2018.
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