WBN are excited to present a unique Women’s Wealth event series focused on the themes of women, wealth, and well-being. This initiative leverages UBS's extensive expertise as a leading wealth manager to support YPO members in critical areas such as wealth creation and preservation, entrepreneurship, financial planning, philanthropy, and leadership. Our aim is to elevate the significance of women in business and enhance their engagement in major financial decisions and beyond.

Join us for this virtual kick-off session to learn more about the series and discover where our live meet-ups will take place throughout the 24-25 fiscal year. This first webinar will discuss:

Women’s Wealth: Why is it important that women invest?
What is different about women and investing?
A process for investing
Announcement of in-person events planned for Q4 2024-2025
This event series is designed to facilitate in-depth discussions and provide valuable insights on key topics. Throughout the YPO 24/25 fiscal year, regional live meet-ups will cover a variety of subjects, including:

Women & Wealth: Essential strategies for protecting and increasing profitability for female founders.
Taking Your Seat at the Table: Building diverse and robust boards and leadership teams.
Women & Purpose: Using wealth to define and build your legacy, with insights from UBS’s Philanthropy and Sustainability teams.
Exiting Right: Fundamentals of exit planning and assembling the right team.
WOB/WBE Designations: Navigating the benefits and challenges throughout business growth and exit stages.
Leveraging SI and ESG: Enhancing enterprise value by capitalizing on sustainable investing trends.
Second Generation Wealth: Managing wealth for children and family members of entrepreneurs.
Family Business Success & Succession Planning: Balancing family values with business valuations.
M&A Opportunities & Challenges: Addressing market volatility and specific considerations for female owners.
Creating Strong, Diverse Boards: Strategies for female leaders.
Women & Wealth: Key components for female founders' protection and profitability.
WBN members will gain essential knowledge, tools, and resources to make informed and confident financial decisions in both their personal and professional lives. Attendees will leave feeling empowered and equipped to navigate the financial landscape with greater assurance.