Empowering Women to Take Charge of Their Financial Future

Watch the replay of the relaunch of our XML Women Platform as we 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.

Download the Estate Planning Checklist from the event.

Featured Speakers:

Be Inspired as We Discuss Entrepreneurship with  XML Women Director and XML Partner, Michelle Cooper , JD, MBA and  Entrepreneur, Barbara Guterman

Learn more about Michelle.

Learn more about Barbara.

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 shared:

• Her personal experiences as an entrepreneur.

• The importance of understanding your finances as a woman.

• Why a female perspective can make all the difference.

Learn Estate Planning with XML Wealth Advisor, Nicole Treiber and  Estate Planning Attorney, Kristen Lohmeyer

Learn more about Nicole.

Learn more about Kristen.

Join the conversation around the often-overlooked topic of estate planning — especially how it impacts women.

Key discussion points:

• Why estate planning is especially critical for women, who tend to live longer

• The importance of planning for caregiving, healthcare costs, and extended retirement years

• Why it’s essential to have legal documents for both yourself and aging loved ones

• Tips for protecting children, spouses, and yourself with smart, proactive planning

• 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

Learn more about Shawna.

Learn more about Erin. 

Shawna introduced Family Law Attorney Erin Kopelman for a real-talk session on the legal issues many women face, including divorce, guardianship, and protecting assets.

Erin explored:

• Real examples of how she’s helped women understand their legal rights and secure fair settlements.

• How to protect property, retirement accounts, and long-term support.

• The importance of naming guardians for minor children.

• Why you may need a trust if beneficiaries are minors or financially inexperienced.

• Ways to protect children from prior relationships with smart planning.