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Women & Wealth: Strategies for Financial Confidence
Location
Morgan Stanley Wealth Management
1650 Market Street
Philadelphia, PA
USA
Event Contact(s)
Marla Katz
2672370436 (c)
Registration Info
Registration is required
Capacity
15 Available Slot(s)
About this event
Join us for an empowering event designed to equip you with the tools and strategies to take control of your financial future!
As women gain increasing control over wealth—expected to grow from 52% today to 66% by 2030—we still face unique financial challenges. Whether it’s navigating career setbacks, caring for loved ones, or feeling overwhelmed by financial responsibilities, it’s no wonder 77% of Americans lose sleep over financial worries. The stress affects us all, even those who seem "successful."
This program aims to empower women to take control of their financial future by simplifying complex topics, building long-term plans, and creating a foundation for financial growth. We’ll break through the feelings of helplessness that often surround financial conversations, and work together to find confidence in our financial decisions.
Led by Christine Y. Lee, financial planning specialist at Morgan Stanley Wealth Management - and Walnut Club member - join us for a candid discussion on financial psychology, with plenty of time for questions, so we can tackle the financial issues that matter most to you.
Register today and let's build wealth and secure our futures—together.
About our presenter:
Christine is a dedicated Financial Advisor with a commitment to inclusivity and a passion for empowering women, minorities, and allies. She focuses on high-net-worth clients including business owners, executives, and athletes.
With a background rooted in finance and a passion for helping others, Christine approaches her work with a blend of experience and warmth. Her journey as a financial advisor is more than just about numbers - it's about building relationships, fostering confidence, and igniting a sense of possibility.
Christine is dedicated to helping make your wealth management journey not only understandable but also enjoyable. She believes that managing your finances should be an experience. Christine learned the importance of “knowing what you don’t know” at a young age, and she’s passionate about helping other families understand their options to make the right choices for their own needs when it can feel overwhelming and intimidating. With exceptional wealth comes exceptional complexity, and Christine strives to demystify these financial concepts, helping make knowledge accessible to all.
Christine attended the University of New Hampshire and earned her Masters in Finance at Georgetown University’s McDonough School of Business. Christine is an avid sports fan and is involved with WISE – Women in Sports and Events NYC, LPGA Amateurs Philadelphia, ACE NextGen Philadelphia, and the UNH Financial Partners Program. Christine grew up in New Hampshire and now resides in Philadelphia with her puppy Freddie (Mercury).
Light bites and beverages will be provided.
This event is free to attend and is open to Walnut Club members and guests who are interested in learning more about our organization.
You must register to attend. (Members must login to the site to register.)
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