Weylman Center Women in Wealth Symposium

Through educational programming, meaningful connections, and practical insights, attendees will gain strategies to grow their practices, strengthen their networks, and invest in their professional development.

Info: It’s estimated that $34 trillion in assets will shift into the hands of U.S. women by 2030. More women are taking charge of household finances, with 49% of women now considering themselves to be the household CFO. And yet they still face unique challenges that men don’t, such as lower Social Security benefits (often due to lower
wages or time out of the workforce) and their statistical edge in longevity. This presentation covers the topics that are especially important to your female clients, including maximizing Social Security benefits, preparing for health care expenses in retirement and considering long-term care coverage.

Info: What if becoming a stronger leader isn’t about becoming someone else, but finally trusting
who you already are? Women have spent years navigating conflicting rules about how
leadership is supposed to look…and sometimes waiting for permission that may never
come. Through stories, humor and practical tools, Judy Hoberman introduces five
Trailblazer Rules that challenge women to refuse the old map, redefine power, reclaim their
voice and remember that none of us rises alone. You don’t need to become a Trailblazer.
You already are one. Now it’s time to own it.

Info: Most firms don’t struggle because they lack ambition, talent, or opportunity. They struggle because the business supporting that growth was never intentionally built for where they’re headed next. Katelyn will introduce The Accidental Business™ and her G.R.O.W.T.H. Framework™ to show attendees how to identify the gaps in their current infrastructure and start building a business that can sustain the growth they’re working so hard to create.

Info: Personal relationships and financial planning are deeply intertwined. As trusted advisors, you play a pivotal role in guiding clients through the financial complexities of marriage and divorce—from prenuptial and postnuptial agreements to managing lifestyle expectations and addressing financial vulnerability. With both empathy and expertise, you can help clients make informed decisions, protect their financial futures, and strengthen your relationships with them during life's most consequential moments.

Event venue & nearby stays

Renaissance Charlotte SouthPark Hotel, 5501 Carnegie Boulevard, Charlotte, United States

Concerts, fests, parties, meetups — all the happenings, one place.

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