Wealthy Women’s Playbook: Setting up for a Successful 2025
The end of the year is the perfect time to assess your financial progress and set the stage for success in the coming year. This exclusive webinar is designed to empower women with actionable strategies for achieving financial clarity, maximizing opportunities, and planning with confidence.
Don’t Miss Out as We Cover:
- Invest with Confidence: Cut through the confusion of financial jargon to make informed investment choices that align with your values and long-term goals.
- Set Bold Goals for 2025: Dream big and define your personal and financial milestones with a clear, actionable roadmap.
- Master Financial Conversations: Overcome hesitation and learn how to navigate discussions about money—whether at home, in the workplace, or with advisors—with authority and ease.
- Address Unique Female Financial Challenges: Break through the barriers women often face in wealth management and uncover strategies to turn these challenges into stepping stones for growth.
- Build a Supportive Network: Connect with a community of ambitious, like-minded women to share insights, encouragement, and accountability.
- And So Much More!
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.