The Unspoken Truth

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A 60-minute webinar for high earning women. Complexity, not capability, is the real barrier. Longer lifespans, career pivots, equity compensation, family responsibilities, and higher taxes can pull your plan in different directions. This session gives you a clear framework to spot what is holding you back, reduce hidden drags on wealth, and make confident choices so work becomes optional on your timeline. 

Who Is This For

Women who are building meaningful wealth and want a smarter, more coordinated plan. Ideal if you are within 10 to 15 years of retirement, already retired and refining income decisions, or balancing equity comp, business ownership, and family priorities. 

 

What You’ll Learn

  • What comprehensive financial planning really covers, beyond investments alone. 
  • The top five obstacles holding women back with their financial plan, and how to address each one. 
  • How a modern portfolio can go beyond traditional stocks and bonds with select alternatives when appropriate. 
  • How to evaluate advice and next steps with clarity and confidence. 

 

 

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.