Women Owning Wealth
San Diego | February 25, 2023
WOMEN OWN 32 CENTS TO A MAN'S DOLLAR*
WOMEN ON AVERAGE RETIRE WITH 2/3
THE MONEY THAT MEN DO.**
Let's change that.
Get ready to learn financial strategies to take your finances to the next level, connect with money-minded women, feel empowered about your finances and dive into investing without it being mansplained to you.
Tired of not knowing what the heck to do with your money? Are you unsure what money moves to make so you can have a work-optional lifestyle?
Women Owning Wealth is the event for women, of all backgrounds, to learn what TF to do with your money so you can build your own wealth, be financially independent and live a work-optional lifestyle all while having a really fun time!
In this community, we normalize talking about money, celebrate being money-minded and money conscious and empower you to make financial decisions to set yourself up for financial success.
the money event
of the year
READY TO TAKE YOUR FINANCES
TO THE NEXT LEVEL?
clients: use the promo code that was emailed to grab your free ticket
clients: use the promo code that was emailed to grab your free ticket
You're probably good at making money but aren't sure how to best manage it so you can set yourself up for financial success while still living your best life. You've heard of a Roth IRA but what's next?
You're seeing people on social media go on vacation after vacation, buying their first home, or dream car and wondered how on earth they're doing that?
Can you relate?
Maybe you're overwhelmed by all this talk of a recession but your eyes glaze over every time you've tried to learn more about investing.
I get it, that's how I felt...really overwhelmed and honestly, stupid, for not knowing anything about investing or personal finance. I completely bombed my interview at one of the largest global asset management companies because I had NO IDEA what any of their questions meant!
I realized how important it is to have a solid foundation in financial literacy. That's when everything changed for me!
That's why I created Women Owning Wealth so you can learn how to take your finances to the next level, have healthy money conversations and be part of a community that normalizes, celebrates and empowers women who want to lead a rich life.
Then Women Owning Wealth is for you!
Get ready to learn all things money, personal finance, investing with other incredible women!
learn the financial strategies that I teach my Personal CFO and Investing clients to help you live a work-optional lifestyle
learn from industry leaders to teach you what they know about investing without it being mansplained to you
take your finances to the next level and create a financial action plan
connect with like-minded ambitious women
make 2023 your wealthiest year yet
have fun while learning what money moves to make during this market volatility and possible recession
If you're ready to...
make
money
moves
All i do is
I'm good at what I do because I’ve gone through the lows, from going into credit card debt to pay for a mastermind, to missing out on friend’s birthdays and events, and wondering how I’m going to pay rent. I’ve gone through the struggle and learned from my mistakes so you don’t have to. Helping women own wealth isn't something I just teach, it's something I actively do for my clients and myself.
I'm also securities licensed and a registered financial advisor so not like your average money coach that you see on Instagram!
Why the heck should you trust me?
Let's get real - a man is not a financial plan.
I'm a money loving millennial shaking up the financial services industry! I'm here to challenge the status quo to unapologetically talk about money and normalize women being rich AF and doing good with that wealth!
I've seen first-hand when women don't have their own money, choices to live life on their own terms are eliminated. Having your own money can be the deciding factor to leave an abusive relationship or toxic workplace, live in a neighborhood with good schools for your kids.
Growing up, money wasn't talked about so I didn’t know anything about investing except that it is what rich people do. I remember feeling so overwhelmed and defeated after one of the biggest interviews for an investment company and vowed to teach about personal finances and investing in a way that the everyday modern woman understands.
MEET YOUR HOST
Alissa Todd,
Personal CFO & Financial Advisor
GET READY FOR AN INCREDIBLE SPEAKER LINEUP!
Money is considered a taboo subject in our culture. Not at Women Owning Wealth! You'll connect with like minded, money minded, ambitious badass women. This is a safe space where you can ask your money questions without judgement!
Community
Get ready to learn financial strategies from professionals who do this day in and day out. By the end of the event, you'll have a financial action plan.
You're going to learn all things personal finance, investing, and how to have healthy money conversations.
Strategy
The full agenda and speaker line up will be announced in the coming weeks!
Here's What You'll Get
Join us on Saturday, February 25, 2023 from 8:30am-2:30pm in sunny San Diego, California!
Are you ready?
What's included:
- 6 hours of jam-packed value. No fluff, no BS.
- Create your Financial Action Plan with Alissa
- Lunch
- Insights and opportunity to connect with thought leaders in the investment and finance industry
- Focus on gender lens investing and what it means to invest in women
- Community of ambitious women
- Family Discussion Guide
Women Owning Wealth
Admission to
1. You are good at making money, but don't know how to best manage it. You've probably opened a retirement account and wondered what else you should be doing. You're ready to put in the work, you just need to be guided on what to do!
2. You're scared of making the wrong financial decision. There is a lot of noise online, especially right now with talks of a recession, and you're unsure who to turn to. You know you should be making money moves but don't want to make a mistake.
3. You have big dreams and want to retire early. Working until you're 60 sounds terrible to you. You're a goal getter and have the vision, now you just need the strategy.
4. You're a lifelong learner and want to know more about investing and finances without it being mansplained to you. You feel overwhelmed by all the online research and all these finance bro "gurus."
Women Owning Wealth
is for you if:
Not only will you receive so much value and actual tangible strategy, you'll have the opportunity to interact and connect with the speakers and me so you can get your questions answered.
The community at Women Owning Wealth is next level. How epic is it to be in a room filled with other ambitious money-conscious women who WANT to talk about money and build generational wealth?! That's what makes Women Owning Wealth so special.
I really enjoy see the Women Owning Wealth event for the opportunity to hear from knowledgeable and successful women in the world of finance. I loved how we were encouraged to invest according to our values and to support companies that are embracing positive social changes.
I would encourage anyone who is feeling overwhelmed with finances and confused about investing to sign up for this event. Understanding finances can be scary, but taking baby steps can make a huge positive impact down the road. This event was the spark I needed to learn and take control of my financial wellbeing.
KRISTY
INES
CHECK: what past attendees are saying!
The wisdom, warmth, and aesthetic in the room at WOW were all worth wanting to go back!! Alissa dressed the part, held herself to a high professional standard, and performed effortlessly as a leader and facilitator. I gained knowledge, and a new respect for my personal CFO!!
Who wouldn’t want to sit in a room full of bad ass women and learn about personal finances?????
Dope women sharing super helpful knowledge around all things money and wealth
If you are missing community and feel like you are lost with questions around money and want to learn more about and from women that have all their money sh*t together - this is your chance!
SLOANE
This statement is a testimonial by a client of the financial professional as of 11/21/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
This statement is a testimonial by a client of the financial professional as of 11/18/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
This statement is a testimonial by a client of the financial professional as of 11/18/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Women Owning Wealth 2022 was amazing! All around great energy and knowledge. I love that Alissa has put this event together for us to come together and learn about growing our wealth. It’s like self love but money version- you can’t afford *😂* to miss this!
If you are eager to be around like-minded women who want to grow their business, knowledge & network then don’t miss out on the next WOW.
JESSICA
This statement is a testimonial by a client of the financial professional as of 11/21/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
54% of women are the primary breadwinners in their family***. Long gone are the times of women feeling unempowered and in a spiral when it comes to finances. We are in a time where women are incredible at making money and it's time for you to feel incredible about how you save, invest, spend and grow your wealth.
WOMEN OWN 32 CENTS TO A MAN'S DOLLAR. WOMEN ON AVERAGE RETIRE WITH 2/3 THE MONEY THAT MEN DO.
LET'S CHANGE THAT.
I got into this business to help people create a life of their dreams without financial stress. I quickly noticed that I was often one of the only women in the room - still am to this day - and that the financial services industry can seem so daunting, intimidating and too "bro"-like.
After learning about the gender pay and wealth gap, I was horrified. My mission became to do my part to help close those gender gaps. Over the last six years, we've helped hundreds of women pursue a work-optional lifestyle and work towards financial freedom through our Personal CFO services, Investment Management service, workshops and masterclasses. We've created a badass community of women who want to build generational wealth and be financially independent on their own two feet.
My goal is for women to learn how to take their finances to the next level, have healthy money conversations and be part of a community that normalizes, celebrates and empowers women who want to lead a wealthy life.
Hi! I'm so happy you're here and so excited to be your host for Women Owning Wealth.
Impax Asset Management is a firm dedicated to Sustainable Investing and focused on identifying and investing in opportunities arising from a transition to a more sustainable economy. Investments that factor in not just financial metrics but Environmental, Social, and Governance material metrics.
Emily will be sharing her knowledge on gender lens investing.
Alissa is your host and speaker who will teaching you how to build a strong financial foundation and pursue a work-optional lifestyle.
She will help you create your financial action plan.
Emily Lee
Vice President at Impax Asset Management
Andrea Brown
Regional Vice President at Equitable
THE Speaker LINEUP
rest of the speakers will be announced in the coming weeks.
Alissa Todd
Personal CFO, Financial Advisor
The Wealth Consulting Group
Andrea's experience includes portfolio allocation, tax considerations and comprehensive retirement income planning.
Andrea will be leading her signature workshop that's intended to help initiate an open, thoughtful dialogue with your family as you plan for your financial future.