June 26, 2025 | 8:40 AM - 9:10 AM
How to Retire: The Advisor’s Guide to Retirement Planning for Women
This expert panel will dive into the critical retirement questions we’re all asking, offering clear, actionable strategies on longevity, intergenerational wealth transfer, and other key planning areas—with a special emphasis on considerations for women clients. Learn how women can navigate unique retirement challenges, how to manage healthcare and long-term care, and how to make the shift from saving to spending with confidence.
- Keynote
Speakers

Christine Benz
Morningstar
Director of Personal Finance & Retirement Planning

Jean Chatzky
HerMoney.com
Founder and CEO

Carolyn McClanahan, MD, CFP®
Life Planning Partners, Inc.