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Women & Wealth: Plan with Purpose, Retire with Confidence
Join us for a no-cost, empowering financial conversation created exclusively for women. Learn how to navigate the unique challenges women face in retirement, avoid costly missteps, and take control of your financial future.
- “Have I saved enough to retire comfortably?”
- “What happens if I outlive my spouse—or my money?”
- “What if something unexpected happens—do I have a plan that protects me?”
Get clear answers to your most important questions, to help you make informed decisions today and feel secure about tomorrow.
No cost. No pressure. Just trusted insights for women who want to make the most of their next chapter.
Join us for INSIGHTS TO HELP CREATE a MORE EFFECTIVE retirement strategy for women.
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At this seminar, we'll discuss:
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Taking Ownership of Your Financial Future
Why women often face different financial risks—and how to plan proactively to protect your lifestyle.
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How to Create Reliable Income for Life
Learn how to turn your savings into sustainable income that lasts—without guesswork or outdated rules of thumb.
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Strategies to Help Lower Your Retirement Taxes
Understand the tax risks in retirement and discover tax-smart moves designed to help you keep more money in your pocket.
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Social Security Strategies for Women
Discover timing strategies for divorced, widowed, or married women—and how to help maximize your benefits.
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Protecting What You’ve Built
Explore effective ways to help safeguard your savings from market volatility, inflation, and unexpected life events.
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Leaving a Legacy with Intention
See how tax-efficient legacy planning can help preserve more of your wealth for future generations.
You’ve Worked Hard to Build a Life You Love. Now Learn Ways to Help Protect It.
Many women carry the weight of caring for others—but put off planning for themselves.
This powerful event is designed to change that. Get the information, encouragement, and professional insight to take the next step with confidence.
There's no better time to prioritize your future—and create a plan that supports your goals, your family, and your peace of mind.
Why Attend?
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Preparedness
Women often live longer, earn less over their careers, and may pause work to care for others. Learn how to plan around those realities and still retire strong.
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Preservation
Get clear, confident strategies to help you take control of your wealth—whether you’re married, divorced, widowed, or single.
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Confidence
Walk away knowing you have a voice, a plan, and a clear path forward—no matter where you’re starting from.
Learn Ways to Help Protect Your Financial Future—and Your Independence
Did you know women, on average, live five years longer than men? Yet women are 80% more likely to find themselves in poverty after 65.¹
This event was created to give you the tools, strategies, and support to help you take control of what’s next. Because your plan should reflect your values, your family, and your future, not someone else’s idea of what retirement “should” look like.
Investing with Purpose & Protection
How to balance growth potential and stability to help protect what you’ve built.
Tax-Efficient Planning for Women
Discover how to potentially reduce taxes on retirement income and Social Security—so you keep more of what you’ve earned.
Creating a Plan That Adapts with Life
Learn how to build a retirement strategy that flexes with unexpected life changes.
Legacy & Estate Planning for Women
Plan ahead with confidence—so your wishes are followed, and your family is supported.
What to Know if You’re On Your Own
Whether you’re newly single or widowed, divorced or independent by choice—this event will help you take the reins.
Your EXPERIENCED Presenter
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“I’ve worked with hundreds of women navigating retirement alone—whether by choice or by circumstance. My goal is to simplify what feels overwhelming and help you take the next step with clarity and confidence.”
Frequently Asked Questions
What is Your Retirement Reality?
Your Retirement Reality is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you determine the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more applicable to your unique financial situation.
Why are you hosting this event?
The information provided at these seminars is designed to help you better understand retirement planning strategies and potential risks. While the presenter may offer materials or share contact information, there is absolutely no obligation to schedule a meeting or purchase anything.
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Campaign-Brand. 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!
© 2025 Your Retirement Reality | Privacy Policy
¹ https://www.jpmorgan.com/insights/wealth-planning/trusts-and-estates/wealth-planning-is-a-womens-issue
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. 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.