Zoom Fireside Chat: Empowering Women's Wealth

Join us for a life-changing fireside chat with wealth advisor Karen Schmid and change your relationship to money forever. We will talk about women and money and what we have learned serving our clients as they navigate life’s transitions and curveballs. Use the Holistic Financial 360 Checklist to help confidently navigate financial decisions, be assertive in managing your own wealth, and feel more empowered to connect your money to your highest purpose, while protecting your legacy for generations to come.

About Karen Schmid: Believing the independent advisor model gives clients the best value, Karen Schmid, CFA, established Moirai Wealth Management in 2000. Karen has over 30 years working with high and ultra-high-net-worth women and their families to develop a holistic wealth management mindset—investments, taxes, estate planning—that helps clients confidently take control of their finances, make informed decisions, and connect their money with their purpose and passions. Karen creates lifelong client relationships that are built on trust, integrity and fiduciary responsibility that grows and preserves wealth over generations.