PD Lunch Series | Money Moves: A Finance Conversation

Join us for an exciting and innovative twist on our lunch programs as we collaborate with Nō Studios and PwrFwd Media for a Community-Curated Lunch Series. This unique hybrid event format offers our members the flexibility to join us in person at the vibrant Nō Studios venue or virtually, all while enjoying a dynamic live discussion and lunch provided by a local woman-owned BIPOC catering service.

Topic: Women are increasingly responsible for today’s most important financial decisions, and it is estimated that women will control 70% of wealth by 2030 & own 40% of businesses. Join us for an interactive discussion from a panel of women leaders as they share their experiences and insights to help women make informed financial decisions, build wealth, and secure their financial futures.

Moderator: 

• Emily Philips, Phillips Ristau Group | Baird — Private Wealth Mgmt

Panelists:

• Lupita Avalos, Financial Advisor at Northwestern Mutual

• Erin Ulicki, Financial Advisor at Edward Jones

• Melinda Wilke, Wealth Management Advisor at Wilke Wealth & Investment Planning

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Sample Questions:

1. [AUDIENCE: come with your questions]

2. How did you get into this role? Intro advisor question: “Tell me about your relationship to money growing up”

   1. Follow-up: How does your relationship to money and trust in institutions influence financial decisions?

3. What is/ SHOULD be the role of advisors? Misconceptions?

   1. Follow-up: How do we prepare ourselves for finance discussions?

4. What are the top themes you are addressing with clients/ topics unique to or affecting women?

5. What should we be thinking about across generations? (early, mid, and end of career)

6. How do we talk to our partners about finance?

7. What are you watching/ reading that is of interest? / How do you gather you gather the information that guides your financial decisions?

8. How does philanthropy enter the finance conversation? Should it?

9. How do you have your money invested, and why?

10. What data points do you look at in your field? Any surprising facts and figures that we should be aware of?

11. Are you noticing shifts in decision-making from analytical to emotional in this field?

12. Other resources to share with audience

13. CHARGE: What should we as PD Women be doing, knowing more of?

    1. Follow-up: What conversations should we be having more of, and with whom?

14. BETTER: What does better look like?

NOTE: “No formal advice from the stage”, won’t advise around detailed investments

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Program Highlights:

• Live Discussion: Each program will feature a captivating live discussion with an engaged studio audience, ensuring an interactive and enlightening experience.
• Local BIPOC Vendor: We're proud to support local BIPOC (Black, Indigenous, and People of Color) businesses by providing a delicious lunch prepared by a dedicated catering service. The $30 fee for in-person attendance covers meal cost. 

Virtual Participation:

Virtual registration is absolutely free, granting you access to the event from the convenience of your own device. Please keep in mind that no lunch will be provided for virtual attendees. Nevertheless, you'll have the chance to actively participate in the discussions, pose questions, and connect with fellow virtual participants.