Elevate & Thrive: A Women's Wealth and Wellness Retreat

At Elevate & Thrive, you will discover how financial prosperity and personal well-being are intertwined. Immerse yourself in a vibrant community where you can connect, learn, and grow alongside like-minded women who share your ambition to thrive.

What to Expect:

• Inspiring Workshops: Engage in interactive sessions led by industry-leading professionals in finance, estate planning, health care, and wellness. These practical workshops will equip you with the insights and tools you need to enhance your wealth and overall well-being.
• Valuable Insights: Gain exclusive access to strategies and tips that will empower you to make informed financial decisions, boost your confidence, and elevate your lifestyle.
• Supportive Community: Build lasting connections with fellow professionals who understand the unique challenges and triumphs of balancing career success with personal wellness.

Created by Emily Woodson, CFP®, CDFA®, Partner at Financial House in Wilmington, DE. Her vision and expertise ensure that every detail of this retreat is designed to inspire, educate, and empower you on your journey to financial wellness.

Step into a space where wealth truly is wellness. Reserve your spot and take the first step toward a brighter, more balanced future.

We look forward to welcoming you!

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Info: A workshop designed to help you manage your money, design your life, and create your future. Prosperity is about being successful – not just with your money, but with your life – and this workshop focuses on both! It’s designed to help you overcome the obstacles of negative thinking about money and being stuck in old financial patterns that aren’t working. Instead, “Your Prosperity Picture” seeks to help you clarify your vision of your life and your money, refresh your motivation, and take action. The end result? Our goal is that you’ll leave with everything you need to transform your financial vision into reality.

Info: This session will guide you through understanding your tax return, including income, deductions, taxes, credits, and tax payment rules. We'll delve into the true meaning of tax planning and its benefits, and help you determine when it's time to seek the expertise of a tax professional. Empower yourself with the knowledge to make informed financial decisions and optimize your tax strategy!

Info: Empower yourself with sustainable choices for a healthier, happier life, where you'll learn essential strategies for aging with vitality. This session covers how strength training supports metabolism, muscle protection, and independence, how to understand key biomarkers for disease prevention and optimal health, how to identify essential supplements for peri- and post-menopausal women, creating a balanced diet that fuels your body and nourishes your soul, and how to optimize your sleep for better metabolic health and emotional well-being.

Info: Join an enlightening presentation on safeguarding women's wealth through long-term care insurance! Discover the critical facts about caregiving, explore various care options and their associated costs, and learn effective strategies for financing care. We will also delve into the different long-term care insurance options available, empowering you with the knowledge to make informed decisions for a secure financial future.

Info: This presentation delves into the essential estate planning documents every woman should know about. We'll cover the Advance Health Care Directive, Durable Power of Attorney, Last Will and Testament, and Revocable Trust, explaining how each impacts your health and wealth. Additionally, we'll explore caregiving facts, care options and costs, and strategies for paying for care, including long-term care insurance options. Empower yourself with the knowledge to protect your future and make informed decisions for your well-being and financial wellness.

Info: Allison is a Market Leader and Senior Advisor Consultant for the Mid-Atlantic Division at Invesco Global Consulting. She offers a broad range of insights, tools and resources designed to enhance the success of financial professionals. She offers actionable insights that are meant to enable financial professionals to enhance business practices including wealth management strategies.

Info: Valerie is the Director and Department Chair of Tax and Small Business for Belfint, Lyons, Shuman, Certified Public Accountants. Her widespread accounting background provides a wealth of insight and expertise for the many issues her clients may face. She has won awards including as a Delaware Today Women in Business Honoree in 2021.

Info: Christine, founder of The Burn Method, is a functional nutritionist, certified health coach and master personal trainer with 36 years of experience in women’s health, lifestyle optimization and hormonal balance. She specializes in female metabolic health, mindset mastery and sustainable habit change, helping women break free from restrictive dieting and take control of their well-being.

Info: Kiera is a life and long-term care insurance specialist with Brighthouse Financial. With more than 20 years of experience in the industry, she brings a wealth of knowledge about the impacts of the cost of healthcare on retirement and the best ways to protect our assets.

Info: Jenny is a founding partner of McCollom, D’Emilio, Smith, Uebler, LLC and practices in the areas of estate planning, estate and trust administration and wealth presentation. She is a published author and frequent speaker on issues related to trusts and estates. Jenny has been recognized and awarded for her work by several industry organizations.

Host or Publisher Emily R. Woodson, M.Ed., CFP®, CDFA®