A Different Conversation About Money, Retirement & Legacy

This is not a sales presentation.
There are no pitches, no pressure, and no “one-size-fits-all” advice.

Just real, honest conversation.

In this relaxed coffee café setting, we’ll explore:

• What retirement really looks like today (and why it’s changing)
• Common gaps women don’t realize they have
• Simple ways to begin creating financial stability and flexibility
• How legacy planning fits into your life—not just your finances

You’ll leave with:

• A clearer understanding of your options
• Better questions to ask (yourself and any advisor)
• A sense of confidence about your next step

☕ Location: The Daily Grind, 3960 Mary Eliza Trace Northwest– Private Conference Room
👥 Limited to 6–8 women for meaningful conversation
📅 Date/Time: April 16th & 30th, 2026 / 5:30pm - 6:30pm

If you’ve been thinking, “I should probably get more intentional about this…”
this is a great place to start.

Info: Guests arrive, get settled, and enjoy light refreshments in a relaxed setting.
This time is intentionally unstructured—no networking expectations, just a chance to ease into the space.

Info: This guided, small-group conversation is designed to create clarity—not confusion.
We’ll explore:
* What retirement really looks like today for women
* Common gaps and overlooked areas in planning
* How to think about money in a way that supports your life—not just numbers
* The role of legacy and long-term decision-making

This is a no-pressure, no-pitch environment—focused on understanding, perspective, and informed decision-making.

Info: For those who’d like to stay, this is an opportunity to:
* Ask additional questions
* Share insights or takeaways
* Connect in a more casual, conversational way

Participation is completely optional—stay if it serves you.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Laura Finney