The OpalWomen’s Collective
An Invitation-Only Dinner
for Women Building, Growing
& Stewarding Wealth
A private evening in Midtown for women who have moved past the ordinary investing conversation, and into a different one.
DATE
September 24, 2026
TIME
6:00 – 9:00 PM
LOCATION
Rosemary’s, Midtown NYC
This room was curated to expand your financial
thinking, and your financial moves.
THE OPALWOMEN’S COLLECTIVE
This room is different
This is not the ordinary investment conversation.
This table is set for women looking to invest beyond the 60/40 portfolio, and to think beyond the advice built for someone else’s balance sheet.
We’ve all sat through the general conversation. Tonight is a different one, held among women who already know the difference.
WHO’S AT THE TABLE
For women meeting the people who
build what comes next.
One
Founders
Women who have built something
of their own, and are deciding what to
do with what it’s worth.
Two
Investors
Women allocating capital with intention,
well past the index fund and the
standard allocation model.
Three
Stewards
Women building their legacy for
their families, and looking for others
doing the same work in earnest.
THIS EVENING’S TABLE TALK
Three conversations worth having.
TOPIC
M&A Readiness
What it actually takes to prepare a business, and its owner, for a sale, a merger, or the offer that arrives before anyone feels ready for it.
TOPIC
Alternative Investments
Where women in this room are placing capital outside the traditional markets, and what they’re weighing before they do.
TOPIC
Collaboration
How the women at this table are already working together, investing together, and referring one another, quietly and by design.
YOUR HOSTS
The women leading the conversation.
Katherine M. Dean, CFP®
FINANCIAL ADVISOR, OPAL WEALTH ADVISORS
As a CERTIFIED FINANCIAL PLANNER™, Katherine knows the pressure of being the primary breadwinner and decision-maker. At Opal Wealth Advisors, she focuses on taking the financial mental load off the plates of busy women. By specializing in advanced strategies like tax-efficient wealth transfers and goals-driven planning, Katherine provides the systems that allow high-achieving women to stop reacting to their finances and start leading their future.
Nichol Chiarella
Partner, Citrin Cooperman Advisors LLC
With more than 20 years of experience in public accounting, Nichol Chiarella is a Partner and Citrin Cooperman’s Mergers and Acquisitions Tax Practice Leader. She advises private equity firms, business owners, and high net worth individuals on the tax complexities of mergers, acquisitions, restructurings, and business transitions. By combining deep transaction tax expertise with strategic planning, Nichol helps clients navigate complex deals while maximizing long-term value.
Our
Sponsors
We’ve all been in the general investing conversation.
We invite you to be in a different one.
REQUEST YOUR SEAT
Join Us at the Table
EVENING
Thursday, Sept 24
6:00 – 9:00 PM
VENUE
Rosemary’s, Midtown
New York City
This dinner is invitation-only, with limited seats held for a small table of women. Please RSVP
by September 12th to confirm your place. Questions may be
directed to your Opal Wealth Advisors contact.