Welcome!

• Meet & greet with fellow women & professionals

• Share your name, role & one financial goal or “money win”

Vision & Values

• A guided exercise to reflect on what matters most - defining the values that shape your financial and life decisions

Finding your Financial Balance

• An introduction to New York Life’s holistic approach to creating balance across protection, growth & legacy - and how it can align with your personal goals

Interactive Q & A

• Open discussion with space to ask questions, share insights, and connect the strategy to your own journey

Closing & Next Steps

• Key takeaways, continued connection opportunities and a thank you for joining Her Circle