Achieve Financial Freedom
Your Money, Your Future, Your Life.
Building a life you love requires smart and disciplined planning. The Women’s Forum Powered by Creative Planning equips women with the skills needed to make the most of their finances.
Money, Power and Purpose
Aligning Your Finances with Your Future
Our passion is to help more women secure financial freedom. We offer our Money, Power and Purpose program and other financial programs, virtually and in-person, for women’s groups and organizations throughout the country, including corporate ERG or management groups, professional service firms, non-profits, associations, clubs, and more. With content designed for women of all ages and all levels of financial wealth, this one-hour program helps women take control of their money, cultivate a positive money mindset, and optimize their financial resources.
Contact us to learn more about offering this or other programs to your group.
The Latest
Your Network is Your Net Worth
We are pleased to share the recap from our January Women’s Forum virtual program: YOUR NETWORK IS YOUR NET WORTH.…
Set Yourself Up for a Strong Financial Finish in 2025
We’re grateful to our colleagues, Mike Rarey, CFA, CAIA, Molly Powers, CFP, and Carrie Shapiro, CFP, for leading this educational program and sharing their insights…
The Value of Creating a Portfolio Life
A special thank you to our esteemed panelists, Gale Wilkinson, Lori Igleski and Kate Bensen for sharing their career paths…