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Type: Past Event
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…
Beyond the Myths: Energy Now and Health Later
We are pleased to share the recap from our June Women’s Forum virtual program, BEYOND THE MYTHS: ENERGY NOW AND…
Say It Shorter Say It Better: Communicating With Impact
We’re grateful to our expert speakers, Claire Fry and Janine MacLachlan, for sharing their wisdom and empowering us with specific…
Unleash Your Narrative: Strategies to Develop & Share your Story
We’re grateful to our expert panelists, Lisa Weiss, Alicia Simons, and Nicole Mastrangelo, for sharing their insights and strategies to…
Embracing Connections: Navigating What’s Next With Meaningful Relationships
Who are your ELEVATor people? Who are the people who make you happy? What actions do you take or activities…
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…
Women’s Forum Holiday Soirée!
Thank you to everyone who joined us for our annual Women’s Forum Holiday Soirée! Celebrating our 8th year of programming…
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…
Processing Loss, Managing Your Mindset & Moving Forward
Whether it’s death, divorce, becoming an empty nester, or voluntary or involuntary loss of a job, this program equips listeners…