Women & Wealth
You’re invited: Join our International Women’s Day webinar
Women are becoming one of the most influential forces in philanthropy - directing resources, strengthening communities, and shaping long‑term impact. As women’s financial leadership grows, so does the opportunity to give with clarity and purpose. This session supports women who want their giving to be purposeful and aligned with their values.

How singles and child-free couples can plan for aging and incapacity
When it comes to care in old age or in the event of incapacity, it's often assumed that children will step in. For those without children, otherwise known as Dual Income, No Kids (DINKs) or Single Income, No Kids (SINKs), crafting their estate plan with explicit instructions is paramount.

Family Financial Alignment: A Financial Checklist for Starting the Senior Care Conversation
Hear from Megan Hughes, managing director of family office services at BOK Financial, on how to prepare for your aging parents’ future care.


Women will control an estimated two-thirds of wealth in the US by the end of this decade.

Only half of women—compared to more than two-thirds of men—feel confident about managing investments.

It’s time for women to take control of their finances and live the lives they want.
What women need to know about long-term care and estate planning
Knowledge is power
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What women need to know about long-term care and estate planning
Moving beyond the noise: Navigating economic uncertainty
Let's talk about (anything but) money!
Setting yourself up for financial success
Unlock the power of your financial voice
Let's talk about (anything but) money!
Defending against inflation
Creating a personal balance sheet
Creating a personal cash flow statement
Essential estate planning documents
Investing in the stock market
Saving for retirement