This four-part series builds a foundation for your financial planning and success throughout your life. Whether you’re close to retirement or just starting to think about planning for your financial future, this series is for you! Taught by Women’s Impact members who are professionals in the industry, you will benefit from their expertise.
Scroll down to register for each session. If you wish to attend the entire series, you’ll get all four sessions for the price of three! To register for the entire series, scroll down and register for session one, and choose the ticket “Series Pass.”
Session One: September 11, 2025
Strong Starts: Build Your Foundation with Budgeting, Debt & Investing Basics
Presented by Bridget Beddell CFP®, CRPS® & Georgia Beach ChFC®, AAMS®
In this interactive session, you’ll learn:
- Simple ways to build a budget that actually works (paper or software—your choice!) to help you build an Emergency Fund
- How to reduce debt using a free, research-based strategy
- The basics of investing through your employer or on your own
- Why time and inflation matter more than timing the market
Session Two: September 25, 2025
Claim What’s Yours: Understanding Social Security and Public Pensions
Presented by Lindsay Hackenberg Cameron, CFP® & Liz Hand, CFP®, ACC
- How Social Security and public pensions actually work and how to qualify
- How to navigate having both a pension and Social Security
- Key strategies to increase your benefit
- Spousal, family, survivor, and disability benefits you may not know about
- How COLAs (cost-of-living adjustments) impact your income in retirement
Session Three: October 9, 2025
A Safety Net Strategy: Understanding Life, Disability & Medicare
Presented by Kelly Presson & Bridget Beddell CFP®, CRPS®
- When you really need life insurance—and when you don’t
- The role of disability and long-term care insurance (and common pitfalls)
- How Medicare and supplemental health coverage work at retirement
- Key differences between group vs. individual coverage
- How to align your insurance with your stage of life and financial goals
Session Four: October 23, 2025
Presented by Lindsay Hackenberg Cameron, CFP®, Bridget Beddell CFP®, CRPS® & Kay Feagles
- How to shift your mindset from accumulation to decumulation
- Key decisions for collecting pension and Social Security benefits
- How to design income and investments to support your goals
- Why chasing “a number” can be misleading—and what to focus on instead
- What your timeline of invested dollars can teach you about longevity and cash flow
This series is taught by the Women’s Impact Financial Advisors Group:
Georgia R Beach, ChFC®, AAMS®
Bridget Beddell, CFP®, CRPS®
Lindsay Cameron, CFP®
Kay Feagles, CFP®
Olivia Griffith, CFP®
Liz Hand, CFP®, ACC
Kelly Presson, CFP®
If you are interested in this series, you may also want to attend Women’s Impact Empowerment Day Money Track
Topic: Negotiation Skills – Laura Mills, Esq.
Topic: Your Financial Values – Catherine Veres, Cornerstone Family Office
Topic: Planning for a Transfer of Wealth – Bridget Beddell – essentials for a woman inheriting wealth
Topic: Becoming the Woman the Future Needs – Liz Hand VIP Event for Sustainer and Founder-Level members ONLY