Event Details

Statistics indicate that women often feel less confident in long-term financial planning, with only 23% feeling comfortable leading investment activities. However, historical data reveals that women investors outperform their male counterparts by an average of 1.8 percentage points annually and are more inclined to consider ESG factors in their investment decisions, thereby promoting sustainable investing.


Women today wield more economic power than ever, yet they continue to face unique financial challenges that must be addressed. As more women take charge of their financial futures, prioritizing wealth planning becomes essential for overcoming obstacles and achieving personal and professional prosperity. In this engaging session, we will delve into crucial considerations for enhancing your financial well-being. Participants will gain actionable insights and essential financial planning strategies designed to transform your wealth journey into a well-defined strategy.


Join us to empower yourself with the knowledge and tools needed to confidently navigate your financial landscape.



WEN North Texas does not offer refunds on memberships or event registrations. WEN dues or any of the association assets are not used for political contributions. By registering for this event, you agree to the Women's Energy Network Terms and Conditions.

Speakers

  • Emily Paukert (Financial Advisor at Moss Adams)

    Emily Paukert

    Financial Advisor at Moss Adams

    Emily has worked in the financial services industry since 2016. She takes a holistic approach to creating financial plans—customizing them to meet the complex needs of her clients, including risk assessment, investment asset allocation, and tax planning.

    Emily works closely with business owners, individuals, and families to align their personal finances and investments with priorities around cash flow, wealth transfers, philanthropy, and income and estate tax considerations.

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  • Laura Theiss (Tax Partner at Moss Adams, LLP)

    Laura Theiss

    Tax Partner at Moss Adams, LLP

    https://www.mossadams.com/

    Laura has practiced public accounting since 2003. She partners with clients to provide compliance and tax planning services in real estate, transportation and logistics, manufacturing companies, and professional and closely held corporations.

    Laura has worked closely with clients to provide support for transaction structuring, entity planning, recapitalizations, succession planning, and estate and wealth transfer strategies. She began her career at a Big Four firm.

    Professional Affiliations
    Member, University of Northern Colorado Foundation Audit Committee
    Member, Colorado Society of Certified Public Accountants
    Member, American Institute of Certified Public Accountants
    President, Colorado Society of Certified Public Accountants Educational Foundation
    Education
    BS, accounting, University of Northern Colorado
    MS, taxation, University of Denver

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Community

Connect with 32 people attending this event

Tickets

Member Ticket
Member Price $30
Non-Member
Standard Price $45
Corporate/Cross-Chapter Member Registration

For corporate or cross-chapter members having registration issues. Please note that your membership will be verified by the organizers prior to the event.

Standard Price $30

Venue

The Petroleum Club of Fort Worth

777 Main Street
Ft Worth, Texas

If you have any questions please contact Madlaine Farmer

Contact Organizer

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