Please let us know if you would like to have a conversation with us. Email the CAP STRAT Women’s Forum with any questions at womensforum@capstratig.com! Or call us at 630.320.5100.
Estate Plan Essentials
Barbara and Nancy discuss why every woman should have an estate plan and how to get started.

Barbara J. Best
Founder
Barbara Best is a Managing Director at SageView Advisory Group, and Founder of the CAP STRAT Women's Forum

Nancy M. Rizzuto
Founder
Nancy is a Managing Director at SageView Advisory Group, and Founder of the CAP STRAT Women's Forum
Related Content

The Value of Creating a Portfolio Life
A special thank you to our esteemed panelists, Gale Wilkinson, Lori Igleski and Kate Bensen for sharing their career paths…

Strategies for Financial Success in 2025 and Beyond
We are pleased to share the recap from our January Women’s Forum virtual program. We’re grateful to our colleagues, Mike…

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…
Upcoming Events