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Women & Wealth Financial Planning Insights from the FWA’s 2025 Panel

At Mizuho Americas in New York City, the Financial Women’s Association (FWA) hosted its
“Women & Wealth Financial Planning Panel”, part of the FWA Emerging Leaders series. The
event was co-sponsored by Mizuho Americas and brought together a cross generational
audience of women from rising professionals to those nearing retirement all eager for clear,
actionable wealth building strategies. (fwa.org)

The discussion, part of the FWA’s Emerging Leaders series explored strategies to address the
persistent retirement gap. A gap fueled by lower lifetime earnings, career interruptions, and
longer life expectancy. Panelists underscored that closing this gap requires both structural
change in the industry and personalized, actionable wealth planning for individuals.

Hathaway as a broker before launching her own firm in 2013, Women
Financial Power specializes in investing, private wealth management and retirement planning
designed with women in mind. Women Financial Power’s free Retirement Calculator lets users
project future savings based on income, current assets, and contributions exactly the type of
planning discussed at The Financial Women’s Association’s Women & Wealth panel.

One point resonated throughout the event; tools and advice tailored to women’s unique financial
paths can make a measurable difference. Scenario planning, in particular, was highlighted as a
way to help individuals visualize how current decisions impact long-term outcomes.

That’s where companies like Women Financial Power (womenfinancailpower.com) come in.
Founded by veteran broker Sandra Quinn Bailey, who began her career at Fortune 500
powerhouse Berkshire Hathaway as a broker before launching her own firm in 2013, Women
Financial Power specializes in investing, private wealth management and retirement planning
designed with women in mind. Women Financial Power’s free Retirement Calculator lets users
project future savings based on income, current assets, and contributions exactly the type of
planning discussed at The Financial Women’s Association’s Women & Wealth panel.

By connecting national conversations like the FWA’s with accessible tools and guidance, brands
are helping make sure that women are not only part of the wealth conversation but positioned to
lead it.

The discussion, part of the FWA’s Emerging Leaders series explored strategies to address the
persistent retirement gap. A gap fueled by lower lifetime earnings, career interruptions, and
longer life expectancy. Panelists underscored that closing this gap requires both structural
change in the industry and personalized, actionable wealth planning for individuals.

Hathaway as a broker before launching her own firm in 2013, Women
Financial Power specializes in investing, private wealth management and retirement planning
designed with women in mind. Women Financial Power’s free Retirement Calculator lets users
project future savings based on income, current assets, and contributions exactly the type of
planning discussed at The Financial Women’s Association’s Women & Wealth panel.

The discussion, part of the FWA’s Emerging Leaders series explored strategies to address the
persistent retirement gap.The discussion, part of the FWA’s Emerging Leaders series explored strategies to address the
persistent retirement gap. A gap fueled by lower lifetime earnings, career interruptions, and
longer life expectancy. Panelists underscored that closing this gap requires both structural
change in the industry and personalized, actionable wealth planning for individuals.

For more on retirement scenario planning, visit Women Financial Power’s Retirement
Calculator.

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