Empowering Women to Take Charge of Their Financial Future
Join us on Thursday, October 30th at 11:30am EST as we relaunch our XML Women Platform and discuss entrepreneurship, estate planning, and family law. Women face unique financial challenges — longer life expectancy, career breaks, caregiving responsibilities, and often, a lack of tailored financial advice. That’s why XML Women was created: to empower, support, and educate women with the tools and community they need to confidently manage their financial lives.
Our XML Women platform includes curated financial resources, expert insights, and real-life stories to help women navigate life transitions, estate planning, retirement, divorce, caregiving, and more — all from a female-first perspective.This virtual launch event and speaker session is the first step in building a strong community of women supporting women through wealth, wisdom, and connection.
What To Expect and Featured Speakers:
Be Inspired as we Discuss Entrepreneurship with XML Women Director and XML Partner, Michelle Cooper , JD, MBA and Entrepreneur, Barbara Guterman
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Barbara Guterman is an entrepreneur and founder of Teach, Give, Inspire Fridays. She brings wisdom, empathy, and decades of experience inspiring women to succeed in business and life.
In this intimate conversation, Barbara will share:
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Her personal experiences as an entrepreneur.
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The importance of understanding your finances as a woman.
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Why a female perspective can make all the difference.
Learn Estate Planning with XML Wealth Advisor, Nicole Treiber and Estate Planning Attorney, Kristen Lohmeyer
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Join the conversation around the often-overlooked topic of estate planning — especially how it impacts women.
Key discussion points:
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Why estate planning is especially critical for women, who tend to live longer
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The importance of planning for caregiving, healthcare costs, and extended retirement years
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Why it’s essential to have legal documents for both yourself and aging loved ones
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Tips for protecting children, spouses, and yourself with smart, proactive planning
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Bonus: Download our Estate Planning Essentials Checklist during the session.
Understand Navigating Divorce & Legal Protections with XML Senior Wealth Advisor, Shawna Bieda , CFP®, CDFA® and Divorce Attorney, Erin Kopelman
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Shawna will introduce Family Law Attorney Erin Kopelman for a real-talk session on legal issues many women face, including divorce, guardianship, and protecting assets.
Erin will explore:
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Real examples of how she’s helped women understand their legal rights and secure fair settlements.
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How to protect property, retirement accounts, and long-term support.
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The importance of naming guardians for minor children.
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Why you may need a trust if beneficiaries are minors or financially inexperienced.
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Ways to protect children from prior relationships with smart planning.
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