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Women & Wealth Workshop


Oct 11, 2019
11:00 AM until 02:00 PM


Women have had equal access to money only in the last 60 years – just one generation ago!

Today, two-thirds of women are breadwinners and the majority are at the helm of family financial decisions. Yet women fall behind men in overall financial wellness. Upwards of 90% feel completely unprepared for retirement. Beyond the wage gap, which translates into fewer retirement dollars, women are not actively investing as much as their male counterparts.

This workshop is for women who  are are taking control of their wealth and achieving financial independence. 

Join us, and bring your best girlfriend, to learn strategies for managing your wealth, and achieving financial freedom, including:

  • Five things every woman should know about her finances
  • How to save money in taxes
  • Investments: common pitfalls and tips for success
  • Protecting your wealth
  • Yours, Mine, and Ours - money and relationships

This workshop presented by CERTIFIED FINANCIAL PLANNER™ Professionals.




View map 100 Pringle Ave, First Floor Conference Room
Walnut Creek, CA

Additional Information


Mercer Advisors



Contact name

Alise Kraus

Contact email


We make every effort to ensure the accuracy of this information. However, you should always call ahead to confirm dates, times, location, and other information.

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