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)

Life Happens: Is Your Family Prepared?

Thursday, January 16

6:00 pm – 8:00 pm CT

RESERVE YOUR SPOT

Unexpected things happen all the time. When they do, you want to maintain as much control over your life, health, and possessions as possible. Yet so few of us ever get taught what important steps to take. No matter your age, learn what you need to know about completing financial, healthcare, and life legacy documents that prepare you and your family for three things: what you know will happen, what you hope will happen, and what you hope will never happen. Understand the options, limitations, usefulness, and relevant issues so you and your loved ones can live as fully as possible, no matter what life brings.

W&W_Life-Happens-Is-Your-Family-Prepared_Graphic

(IN-PERSON)

How To Not Ruin Your Kids With Money

Thursday, February 20

6:00 pm – 8:00 pm CT

RESERVE YOUR SPOT

Worried that the wealth you’ll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying that the wealth they have might actually jeopardize the well-being of their children and grandchildren. For over 30 years, Mark Shiller has walked alongside many families as an estate planning attorney to help them parent/grandparent well with wealth. In this workshop, he shares with you what he’s learned over the course of his career that works well and what doesn’t; including: understanding the challenges you’re facing, properly and realistically defining what success looks like, knowing what you should and should not do regarding wealth, and achieving meaningful, multi-generational goals.

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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.