Smart Money Moves for the High-Net- Worth Female in 2026​

Start 2026 with clarity, confidence, and coordination.

2026 is not a year to approach reactively. For women navigating complex wealth, it rewards early clarity and intentional decision-making.

When taxes, equity compensation, investments, and liquidity are aligned from the start, the rest of the year becomes easier to manage, even as income, markets, and life evolve. This webinar is designed to help you set that direction with confidence.

If your financial picture includes multiple moving parts, this session will help you bring them together into a more cohesive, forward-looking plan.

What You’ll Learn

In this on-demand session, you’ll walk through the key financial considerations that matter most as you position yourself for 2026, including:

• How to review last year’s income, equity, and tax outcomes to inform smarter decisions going forward

• How to think about tax strategy, equity compensation, and investments together, not in isolation

• When and how to address concentration risk without reactive or rushed decisions

• How to design liquidity intentionally to support flexibility, opportunity, and confidence

• Where successful women most often leave money on the table, and how to avoid it

This is not about predicting markets or chasing trends. It’s about creating structure so your financial decisions work together.

Who This Webinar Is For

This webinar is designed for women who:

• Navigate multiple income streams, equity compensation, or variable earnings

• Want their tax, investment, and cash decisions working together

• Hold concentrated stock positions or legacy assets

• Value clarity, direction, and long-term thinking over short-term noise

Meet Your Host

Katherine M. Dean, CFP®
Financial Advisor, Opal Wealth Advisors

With over 20 years of experience in the financial industry, Katherine understands the unique challenges women face as their wealth becomes more complex. Her work is focused on helping women gain clarity, make confident decisions, and align their financial resources with the life they want to live.

This presentation by Opal Wealth Advisors, LLC (“OWA) is intended for general information purposes only.  No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from OWA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if OWA is engaged, or continues to be engaged, to provide investment advisory services. A copy of OWA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com.