LeadHERship Lounge

LeadHERship Lounge

The Bell in Scona BreweryEdmonton, AB
Wednesday, June 17  •  11:30 AM - 2:30 PM
Overview

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

No refunds

Location

The Bell in Scona Brewery

10416 80 Avenue Northwest

Edmonton, AB T6E 5T7

How do you want to get there?

Map

Agenda

-

Arrival & Welcome

-

Hosted Lunch

-

Presentation: Now… Where Do I Start?

Frequently asked questions
Organized by
Report this event

More events from T. Schneider & Associates - IG Wealth Management

Discover more events from T. Schneider & Associates - IG Wealth Management, from Business to other experiences you might love.

Still looking for the right event?

Explore all events in Edmonton and filter by date, category, and more to find the perfect fit.