Women are increasingly taking a leading role in shaping financial decisions — for themselves, their families, and future generations.

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With that responsibility often comes a desire for greater clarity, perspective, and intention around how financial resources support the life you want to live and the legacy you want to create.

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Women, Wealth & Well-Being is designed as an engaging and reflective conversation exploring planning considerations for women who want to approach their financial lives thoughtfully and strategically.

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During this session, we will discuss:

• How women’s roles in wealth are evolving

• Planning considerations across different life stages

• Aligning financial resources with personal priorities

• Thinking intentionally about lifestyle and legacy

• Key areas to revisit as your financial life evolves

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Whether you are navigating transitions, planning ahead, or simply looking for perspective, this conversation is designed to provide insights and ideas you can reflect on long after the session ends.