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)
The Sandwich Generation
Thursday, August 15
6:00 pm – 8:00 pm CT
Almost half of American adults between the ages of 40-59 are “sandwiched” between aging parents and taking care of their own children (even adult ones) in some capacity. Join us as we discuss challenges of caretaking for multiple generations and share our own coping strategies.
(IN-PERSON)
Election Year Investment Myths
Thursday, September 19
6:00 pm – 8:00 pm CT
Join Tom Parks & Deanne Phillips as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb” that can drive investor behavior & derail your investments.
(IN-PERSON)
Women & Wealth: What Women Need To Know About Divorce
Saturday, September 7
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
Presentations begin at 8:30 am
Join us at our Brookfield location for this informative and educational workshop!
Watch
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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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