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 & Wealth: Women’s Guide To Preparing For The Unexpected
Thursday, October 19
6:00 pm – 8:00 pm CT
A beginner’s guide to planning and preparing for the unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”
(IN-PERSON)
Women & Wealth: 8 Tips For Smarter Charitable Giving
Thursday, November 16
6:00 pm – 8:00 pm CT
There are so many ways to be generous! In this workshop an Annex estate planning attorney and financial planner explore different ways to give. From donor advised funds to qualified charitable donations to trusts; we will introduce current strategies where it’s a win/win: for you and the charity!
(IN-PERSON)
Women & Wealth: Moving In Retirement
Thursday, December 21
6:00 pm – 8:00 pm CT
Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several key points to consider before you make your move – and why you should know the difference between residence and domicile.
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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