Women, Wealth & the Future of You! SWOT planning for your family’s success

Join us for special guest Brooke Napiwocki, CFP®, MBA to discover opportunities and roadblocks many women face financially and how you can motivate yourself to reach your family’s financial and life goals. The presentation will include tools to start money conversations in your family and outlines the core components of effective financial planning so you can start planning for your financial future today.

Brooke focuses her practice on partnering with professional women and their families. This niche is the result of her own disappointing experience with financial advisors and their transactional approach.  As a busy, working mother herself, she believes in holistic financial planning for families so that they can understand their big financial picture and plan for the life they want.  Her credentials include a BBA in Business and Economics from St. Norbert College, MBA from Marquette University and she is a CERTIFIED FINANCIAL PLANNER™ practitioner. 

Throughout southeast Wisconsin, Brooke is a strong advocate for family financial literacy through her volunteer work with Junior Achievement and Money Smart Week®, speaking engagements and written thought leadership.  Connect with Brooke on LinkedIn for frequent posts and content relevant to professional women, couples and youth financial literacy.

Note: Brooke is reprising the presentation she gave in February to our Moms in the Bar Discussion Group. Those who attended that event are welcome to attend again.