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)
Your Prosperity Picture: Giving Vision To Your Goals
Thursday, September 18th
6:00 pm – 8:00 pm CT
(IN-PERSON)
What Women Need To Know About Divorce
Saturday, October 4
8:00 am – 12:00 pm CT
Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women only; to empower them to make the best decisions for themselves and their family during this time.
Topics Addressed Include:
- Legal processes
- Child support and maintenance
- Potential tax consequences
- Considerations around your house
- Asset splitting considerations
- Care for self and the family
- Dealing with a contentious divorce
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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