Madrona Financial Presents

A Wealth Planning Workshop Created for Women

Clarity. Confidence. Control... On Your Terms Because Your Financial Life Deserves a Plan Built for You.

A 90-minute live workshop designed to help women navigate their wealth, make confident decisions, and protect the life they’re building... whether single or alongside a partner.

We Cover Topics Like:

Income Planning

Taxes

Investments

Common Pitfalls

Roth Conversions

Charitable Giving

Care & Longevity Planning

Estate-tax Strategies

Wealth Planning Looks Different for Women

... And ignoring that creates risk. Women are more likely to:

Live longer than men
Spend more years relying on retirement income
Take time away from work to care for others
Earn less over their lifetime
Become the sole financial decision-maker later in life

If you’re approaching retirement (or already retired), you may have done many things right:

You’ve worked hard and saved
You’ve been responsible with money
You’ve avoided obvious mistakes
You may have relied on a spouse or partner for financial decisions

And still, many women quietly wonder:

Will my income really last if I live into my 90s?
What happens if I’m managing this on my own one day?
How do healthcare costs affect long-term security?
Am I prepared for transitions like widowhood, divorce, or caregiving?

This workshop is designed to address those questions before they become stressful or expensive.

In this 90-minute live session, you’ll be guided through a clear, practical framework for thinking about wealth, relationships and retirement...through the lens of women and real-world experiences.

What This Workshop Covers

You’ll learn how to:

Build a wealth plan that accounts for longevity and independence.
Understand how income planning works when retirement may last 30+ years.
Identify risks that disproportionately affect women but are rarely discussed.
Gain confidence in understanding your investments, even if you don't have a financial background.
Reduce tax stress and avoid surprises later in life.
Prepare for healthcare, long-term care, and unexpected transitions.
Organize your financial life so it’s easier to manage... now and in the future

This workshop is about confidence, clarity, and control, not complexity.

Event Details

Join us from the comfort of your home for this timely workshop.

When: Once a month at 6:30pm
Where: Live Zoom Webinar
Length: 90 minutes
Format: Educational discussion with Q&A

Who This Is For

This workshop is a good fit if you:

Want to take more active role in your money on households' wealth planning.
Are widowed, divorced, single, or may become the primary decision-maker.
Want education without pressure or sales tactics.
Prefer thoughtful, practical guidance over financial jargon.

Women who want a deeper, comprehensive retirement framework may also attend our 7-Steps to a Successful Retirement Workshop. This session is specifically designed to focus on women’s unique needs and perspectives.

This workshop helps women understand what matters most, so they can make more informed decisions, whether they are single, working alongside a partner, or helping an aging parent.

Danielle Meister, CFF, CDFA®

Financial Advisor of Madrona Financial & CPAS

Danielle is an Investment Advisor Representative (IAR), Certified Financial Fiduciary®, Certified Divorce Financial Analyst®, holds a Series 65 and health/life insurance licenses. Alongside her internal team of CPAs, Danielle coordinates all aspects of wealth planning: investments, insurance, retirement planning, social security, taxation, real estate/1031 expertise, advanced gifting, and legacy planning for high-net-worth families.

As a nationally recognized advisor, Danielle has been featured on CNBC, ABC, FOX, and PBS. You can also find her on Kiplinger, Seattle’s Warm 106.9 FM-Radio, and the “Growing Her Wealth” podcast.