Timely Women & Wealth Seminar in Coeur d' Alene, ID

Women & Wealth: Your Next Chapter

Specialized financial guidance designed to help women transition into a purposeful retirement following a successful career, loss of a spouse, or divorce.

Event Details

Event Space (above Tenacity Wealth Management offices)
311 Coeur D Alene Ave Ste D,
Coeur d’ Alene, ID 83814

Event Options:

– Thursday, May 14 at 6:00 p.m.

Seating is limited. There is no charge to attend!

Women often face unique and challenging obstacles in retirement, particularly overcoming the retirement income gap. Join us for a special presentation while we discuss important financial topics for women in or nearing retirement.

What we’ll cover:

  • Rebuilding Your Financial Foundation: How to take control of your finances after divorce, loss or stepping away from a successful career
  • Turning Assets Into Reliable Income: Strategies to convert savings, inheritances and retirement accounts into sustainable income you can count on
  • What Changes After Divorce or Loss: Key financial decisions to make now—from account ownership to beneficiaries, taxes and estate updates
  • Avoiding Costly Mistakes During Transition: The most common pitfalls women face in the first 1–3 years into retirement and how to avoid them
  • Social Security & Pension Decisions: How to maximize benefits as a divorced or widowed individual and timing strategies that matter
  • Tax-Efficient Retirement Planning: Understanding how your new filing status impacts taxes—and how to keep more of what you’ve built
  • Investing With Confidence (Not Guesswork): How to align your investments with your new goals, risk tolerance and income needs
  • Creating a Retirement Plan that Reflects You: Building a plan that supports independence, flexibility, and the lifestyle you want
  • Healthcare & Long-Term Care Planning: Preparing for future expenses without derailing your retirement
  • Protecting Your Legacy: Estate planning essentials to ensure your wishes—and your wealth—are honored

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have a retirement income strategy in place?
Don’t miss this information-packed event!

Days
Hours
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Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.

Meet Your Host

Misty Stoddart, Managing Director & Wealth Manager, Tenacity Wealth Management
Rooted in Southern values and shaped by life across the West—from the coastal elegance of California to the expansive landscapes of Idaho and Montana—Misty Stoddart brings warmth, perspective, and trusted leadership to the families she serves.

With more than two decades of experience in the financial industry, Misty is Managing Director and Wealth Manager at Tenacity Wealth Management. She provides comprehensive wealth management for women navigating complex financial transitions. Her work integrates sophisticated investment management, advanced planning strategies, and multi-generational legacy design—to help ensure wealth is not only preserved, but positioned with purpose.

Significant life events—divorce, widowhood, retirement from a successful career—often introduce layers of financial and emotional complexity. During these pivotal seasons, Misty serves as both strategic advisor and steady advocate. She brings clarity to intricate decisions, coordinates with trusted professionals, and designs thoughtful strategies aligned with each client’s values, lifestyle, and long-term vision.

Known for her intuitive insight and disciplined, personalized approach, Misty crafts tailored wealth strategies that extend well beyond portfolio management. Her work encompasses risk management, tax-aware investment strategies, retirement income design, philanthropic planning, and legacy stewardship. She partners with her clients to help ensure their financial lives are organized, intentional, and resilient—today and for generations to come.

Above all, Misty believes wealth should create freedom, confidence, and impact. Her mission is to help women move forward with clarity—empowered to make sophisticated decisions and live fully into the life they’ve built.

Outside of her practice, Misty enjoys exploring the outdoors, traveling, cheering on her children, and gathering with the people she proudly calls family.
Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC, Tenacity Wealth Management & Your Retirement Reality are unaffiliated entities. Licensed Insurance Professional.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

 

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

 

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

 

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.