Women & Wealth

As a woman, taking charge of your future is more important than ever.

Join with other women from the STA community and beyond to hear from expert panelists who will provide insight into securing your financial future and planning for life’s milestones. Gain a deeper comprehension of ways to empower yourself and develop strategies to manage near-and long-term needs.

Presentation and Panel Discussion
Prepare for your Future: Act Today

Wednesday, November 3, 2021
5:30 p.m. Happy Hour
6:00-8:00 p.m. Program

St. Teresa’s Academy | Windmoor Center

Moderator

Mary Sullivan
Co-Founder

Sweet but Fearless
marytsullivan61@gmail.com
SweetbutFearless.com

Mary is a former executive in the financial services industry who now specializes in career transformation, supporting women as they progress in their careers.

Keynote Speaker

Donna C. Watson, Esq.
Assistant Vice President

Country Club Trust Company, n.a.
CEO, The Legacy Experience, LLC
donna@mylegacyexperience.com
MyLegacyExperience.com

Donna is a licensed attorney and owner of a consulting firm, The Legacy Experience, LLC, that provides estate planning resources to the community.


Expert Panelists

Susie Adams
Music Director/Liturgist

St. Elizabeth's Parish/St. Teresa's Academy
judensusie@gmail.com
 

Susie assists individuals and families in the planning of sacramental celebrations including weddings and funerals. She has knowledge of all Catholic liturgical forms as well as Protestant and Jewish liturgical celebrations.

Cathy Boomer
Owner

Signature Funerals
cboomer@signaturefunerals.com
SignatureFunerals.com

Cathy is the owner of Signature Funerals. She specializes in preparing end-of-life plans for clients and their families, providing small, comforting, credible and licensed funeral consultation and services.

Katheigh Degen
President & Co-Founder

Twin Financial
kdegen@twinfinancial.com
TwinFinancial.com

Katheigh, along with her twin sister Raleigh, founded Twin Financial more than 30 years ago. She specializes in working with individuals to create financial stability for retirement.

Lori Wilber Nastav
Admissions & Marketing Coordinator

Tutera Senior Living & Health Care
lamaramc@tutera.com
LamarbyTutera.com

Lori works with residents and families to ensure a smooth transition into independent and assisted living by serving as an informational resource and advisor.