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

Image of Christine Benz

Christine Benz

Morningstar

Director of Personal Finance & Retirement Planning

Image of Jean Chatzky

Jean Chatzky

HerMoney.com

Founder and CEO

Image of Carolyn McClanahan, MD, CFP®

Carolyn McClanahan, MD, CFP®

Life Planning Partners, Inc.