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Category: Financial Empowerment
YEAR-END FINANCIAL STRATEGIES
We’re grateful to our private wealth colleagues Neil Davies, CPWA®, Molly Powers, CFP®, and Carrie Walters Shapiro, CFP®, for leading…
Wisdom, Wealth & What’s Next!
What actions can you take today to optimize your financial resources so you have the freedom to make meaningful choices…
Ask Like an Auctioneer
Our CAP STRAT Women’s Forum program ASK LIKE AN AUCTIONEER was led by the dynamic Dia Bondi who outlined a…
Enjoying Financial Freedom: The Power to Pursue What’s Next
One of the important steps we take during our career is to save and invest for the future so that…
Innovations & Trends in Philanthropy | Opportunities to Amplify Your Impact
K Sujata, Kay Koehler, and Julie Hoffmann led an enlightening conversation that offered several reminders as we continue our philanthropic…
The Recharge | A Champion Negotiator for Women
She is a pioneer and champion for women in the legal profession. She is consistently recognized as a top business…
Financial Strategies To Support Your Brilliant Life
We have many years ahead of us to plan for! Envision the life you want to live post-career. While the…
How To Talk To Parents About Money
Watching parents get older isn't an easy thing for any adult child. Add in the conversation about their financial life…
Estate Plan Essentials
Barbara and Nancy discuss why every woman should have an estate plan and how to get started.
How To Negotiate Compensation and Benefits
Learn how to ask for what you need and what you are worth at work. Barbara and Nancy cover the…
How To Talk To Kids About Money
It’s never too early or too late to start talking to your kids about money, but how do you start?…
Networking To Grow Your Net Worth
Power networker, speaker, and author Porter Gale wrote the book, "Your Network is Your Net Worth." She explains that your…
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