LeadHERship Lounge
Now… Where Do I Start? A Strategic Financial Roadmap Session for Women Building Wealth, Leading Businesses, and Planning What Comes Next
Clarity. Structure. Direction.
A strategic financial planning session for women navigating business ownership, leadership income, and long-term wealth decisions.
______________________________________________________________________________________________________
LeadHERship Lounge is not a networking event.
It is a strategic working room.
This session is designed for women who are building companies, leading organizations, managing complex households, preparing for retirement, or stewarding growing wealth — and want clarity about what to prioritize next.
Using insights drawn from three integrated planning frameworks:
• Financial Planning for Women
• Financial Planning for Business Owners
• Retirement Strategy Design
Tara Schneider will guide attendees through the structure behind confident decision-making — what matters first, what matters later, and what most people overlook entirely.
Together, we will explore:
• how to identify your current planning stage
• what decisions deserve attention now versus later
• how business and personal planning intersect
• the risks many women don’t see coming until it’s too late
• how retirement planning changes for leaders and owners
• where to begin if everything feels important at once
This session is designed to create clarity, direction, and momentum — not overwhelm.
The event is intentionally hosted over a light lunch to allow space for thoughtful discussion in a relaxed, focused setting.
All ticket proceeds support initiatives through Alberta Women Entrepreneurs that advance women building businesses across Alberta.
Now… Where Do I Start? A Strategic Financial Roadmap Session for Women Building Wealth, Leading Businesses, and Planning What Comes Next
Clarity. Structure. Direction.
A strategic financial planning session for women navigating business ownership, leadership income, and long-term wealth decisions.
______________________________________________________________________________________________________
LeadHERship Lounge is not a networking event.
It is a strategic working room.
This session is designed for women who are building companies, leading organizations, managing complex households, preparing for retirement, or stewarding growing wealth — and want clarity about what to prioritize next.
Using insights drawn from three integrated planning frameworks:
• Financial Planning for Women
• Financial Planning for Business Owners
• Retirement Strategy Design
Tara Schneider will guide attendees through the structure behind confident decision-making — what matters first, what matters later, and what most people overlook entirely.
Together, we will explore:
• how to identify your current planning stage
• what decisions deserve attention now versus later
• how business and personal planning intersect
• the risks many women don’t see coming until it’s too late
• how retirement planning changes for leaders and owners
• where to begin if everything feels important at once
This session is designed to create clarity, direction, and momentum — not overwhelm.
The event is intentionally hosted over a light lunch to allow space for thoughtful discussion in a relaxed, focused setting.
All ticket proceeds support initiatives through Alberta Women Entrepreneurs that advance women building businesses across Alberta.
Lineup
Tara Schneider, CLU, CFP
Good to know
Highlights
- 3 hours
- ages 18+
- In person
- Paid parking
Refund Policy
Location
The Bell in Scona Brewery
10416 80 Avenue Northwest
Edmonton, AB T6E 5T7
How do you want to get there?

Agenda
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Arrival & Welcome
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Hosted Lunch
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