Smart Money Moves for Women in 2025

2025 brings new opportunities and challenges for women looking to build wealth, secure their future, and align their financial decisions with their goals. This webinar offers practical tools, expert insights, and actionable strategies to empower you to make informed money moves.

Don’t Miss Out as We Cover:

  • Creating a financial foundation for independence
  • Key investment principles every woman should know
  • Breaking barriers to financial independence
  • 90-day goals to create financial success
  • Optimizing cash flow to meet your goals
  • Pre-retirement accumulation and retirement distribution strategies
  • Financial opportunities to seize in 2025

Meet Your Host: Katherine M. Dean, CFP®

With 20 years of financial industry experience, Katherine knows first-hand the challenges that women face. She’s dedicated to empowering women to take control of their finances and make progress toward their goals and dreams. For inquiries and more information, please email Katherine or call 516.388.7980.

 

Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.