Description
Women today are playing an increasingly important role in managing wealth, making financial decisions, and shaping their financial futures. Yet many women still want to become more confident and engaged when it comes to long-term financial planning and investing.
Join our interactive educational workshop as we explore how personal values, life experiences, and financial goals can influence decision-making and long-term planning. We'll discuss financial considerations that may be particularly important for women, including longevity, career transitions, caregiving responsibilities, retirement planning, and wealth transfer. Throughout the session, participants will be encouraged to identify their personal motivations, or their "why," and explore how those priorities can help guide future financial conversations and decisions. Whether you're actively managing finances or simply looking to become more informed and involved, this workshop is designed to help you take meaningful steps toward a financial future that reflects what matters most to you.