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Women + MONEY: Connect, Learn + Plan for 2027

  • Dixon Schwabl + Company 1595 Moseley Road Victor, New York, 14564 United States (map)

Join us for Women + Money: Connect, Learn + Plan for 2027, an engaging evening focused on building connections, sharing knowledge, and helping women take practical steps toward their financial goals.

We’ll kick things off with networking and mingling, followed by an educational panel featuring three financial professionals who are also PWFL members:

  • Shelby L. McPherson — Financial Professional, New York Life Insurance Company

  • Annette Principio  — Financial Advisor, The River Oak Team at Stifel

  • Julie Haers — Co-founder of Breathe Capital Planning and Breathe Capital Consulting

Our panelists will share insights, real-world perspectives, and practical takeaways to help women navigate their financial journeys, whether they’re focused on building wealth, planning for retirement, growing a business, or preparing for life’s unexpected changes.

Enjoy an evening of networking, education, wine, and light snacks!

PWFL members attend free and are welcome to bring a guest for just $5 (cash at the door).

Pre-registration is required, and space is limited, so be sure to register in advance: https://www.pwflnys.org/store/p/women-money-connect-learn-plan-for-2027

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October 20

Virtual Golf Networking