Over the next decade, women—especially Millennials and Gen Z—are expected to inherit and influence trillions of dollars in wealth. Yet too many still feel underserved, unheard or talked at rather than with when it comes to financial guidance.
Inspired by International Women’s Day, join our leaders from Baker Tilly Wealth Management for a conversation on how modern wealth planning is evolving to reflect the real financial journeys women navigate—career growth and pivots, caregiving responsibilities, entrepreneurship, divorce, widowhood and multi-generational wealth transfer. We’ll explore how thoughtful investment strategy, holistic planning and values-aligned advice can help women build confidence, clarity and long-term financial security.
Whether you’re building wealth, preparing for an inheritance or thinking about the legacy you want to create, this conversation is designed to empower you with insights—and introduce an advisory approach built for the next generation of women investors.