Empower Yourself to Invest with Greater Confidence

Statistics show that women are less likely than their male counterparts to hold a seat at the decision-making table regarding finances and when they do take the seat, they second-guess their competence*. With females statistically likely to live 6-8 years longer than their male partners on average, and the fact that they are predicted to receive control of much of the wealth currently in the hands of the baby boomers, it’s time for women to increase financial confidence and own their seat at the table. 

Ladies, when it’s time to sit down for a review of your financial goals and investment performance, are you in attendance at that meeting? If you are at the table, do you have the confidence to ask questions and make decisions aligned with a defined vision for what you desire for your resources to accomplish? 

Venturi Private Wealth is hosting two virtual events in 2021 to empower women to sit with confidence at the table. It’s not about forcing yourself to learn a list of technical financial concepts, but rather leaning into your unique strengths, refining goals and aligning a little more each day with the values that are most important to you.

  • Thursday, June 10th from 2:30pm-3:30pm 
  • Thursday, November 4th from 2:30pm-3:30pm 

The speaker for these events, Kristen Heaney, wealth coach and author of In Three Generations: Family, Wealth, and Beating the Odds and The Super Special Altogether Ordinary Day, was just 21 when her father died and she found herself at the head of the financial decision making table overseeing substantial family assets and a family foundation. With this life experience as inspiration, she’ll offer: 

  • Inspiration to step into financial competence and confidence
  • Engaging ideas to gain a clearer vision of your financial future
  • Executable next steps to increase financial confidence

If you find yourself desiring to gain greater competence and confidence in financial decision-making, but aren’t sure where to begin, this event is for you - we hope to see you there.



*(research) McKinsey affluent consumer research survey, conducted in conjunction with Dynata, 2018; n = 9,434 individuals aged 25 to 75 with investable assets between $100,000 and $5 million, including 2,000 respondents between $1 million and $5 million.