Champagne & Running Shoes: 5 Things for Women & Financial Health
Did you know 95% of all financial decisions will be made by women at some point in their lives? This session starts with the basics and is helpful to all women — no matter where you are in your financial life.
Life is a series of beginnings, middles, and endings—sometimes all in one day. Whether a career change or gap year/decade, retirement or re-wirement, transitions are choice points that require both emotional energy and financial resources.
Pull up a seat at our table with Andrea for practical discussion on 5 things to watch for as you navigate your financial path.
And Yes there will be Champagne!
The discussion will be richer if the attendees are in different stages of transition!
You will receive a worksheet for the ‘5 things” listed below and can take it home to consider.
Know Your Numbers
Protect Against Worst Case Outcomes
Organize Your Financial House
Build your dream team
Fund what you care about
“Andrea’s presentation is more than a reminder that financial health is important. She uses statistics and specific examples to show us why it’s particularly crucial for women, and gives attendees tools on how to take control before, during, and after both major and minor life events.” Women Business Owner
Andrea Grosso Kaempf, Vice President Bernstein Wealth Management
Trusted advisor known throughout U.S for complex, multigenerational wealth planning for business owners and charities. My practice has a crystalline focus on asset management for nonprofits and women at all stages in their financial life.
I believe life is a series of beginnings, middles, and endings—sometimes all in one day. Whether a career change or gap year/decade, retirement or re-wirement, transitions are choice points that require both emotional energy and financial resources. My goal is to address the financial advisor gender gap and connect women with the power to be fearless with their money. I particularly enjoy working with women who are recently single and are taking control of their finances for the first time.