Women, Wealth & What’s Next is an educational and interactive financial planning workshop designed to help women feel more informed and confident about the decisions shaping their financial future.

Together, we’ll explore five important questions: Are you on track for the future you want? Are you being intentional about taxes? What could disrupt your plan? Would your financial plan work if you weren’t there to manage it? And how will you create income when work becomes optional?

This is a workshop, not a lecture. You’ll receive a guided workbook and have time to reflect on your own financial life, identify the areas that deserve your attention, and leave with a clearer sense of your next steps. No financial experience is required, and you will never be asked to share personal financial information with the group.

Come with questions. Leave with clarity about what deserves your attention now, what can wait, and what you may want to do next.