Our panel of experts will break down the essentials of building a strong financial plan that aligns with your goals. Here’s what you’ll walk away with:

• Discover the Fundamentals
  Gain an understanding of the foundational elements of building a financial plan tailored to your unique needs.
• Dive Into the Essentials
  Uncover the key components of creating a plan that aligns with your lifestyle and long-term goals.
• Navigate the Emotional Side of Finance
  Explore how emotions and mindset influence financial decisions, and learn strategies to maintain clarity and control.
• Prioritize What Truly Matters
  Identify your core values and priorities, and discover how to align them with your financial objectives for a meaningful approach to wealth-building.
• Optimize Your Advisor Relationship
  Get practical advice on selecting and working effectively with a financial advisor to ensure you have the right guidance every step of the way.

Leave Empowered
Walk away equipped with the knowledge and confidence to take actionable steps toward a secure and fulfilling financial future. In this workshop, we’ll explore the many components (non-qualitative and qualitative) that need to be considered when building a financial plan. Through an interactive discussion, we’ll also highlight some of the emotional and psychological barriers that can impede a woman’s progress. By the end of the session, participants will uncover what’s most important to them and how to incorporate that into a financial plan. We will also share best practices on how your current or prospective financial advisor should work with you to achieve success.