Women in the Know

Savvy Women Invest With Purpose Workshop

Savvy Women Invest With Purpose Workshop
Many women today still feel hesitant when it comes to their own money management skills, but it doesn’t have to be this way. Join us to learn from Susyn Wagner and Karen Routledge, with the Wagner Investment Management Team, for the Savvy Women Invest With Purpose Workshop. When:
  • Dates: April 10 & 16, 2025
  • Time: 4:30 P.M.
Where:
  • Location: Petroleum Club
  • Room: The Trophy Room
  • Coffee/Tea/Snacks Included
What the Evening Covers:
  • Investing with Purpose—understanding your financial strengths, aligning investments with your values, and making informed decisions for long-term success.
  • Women & Wealth—how women are managing an increasing share of financial assets, the impact of wealth transfer, and the importance of financial confidence.
Planning For Success—navigating financial challenges unique to women, balancing longevity and caregiving responsibilities, and using wealth to create meaningful impact.  

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