Women & Wealth Event: Her Legacy – Navigating Life’s Transitions

October 28, 2025|,
Women & Wealth

Life changes, and so do the financial decisions that come with them. Our Women & Wealth luncheon at Duo at the Dunes brought women together to learn, connect, and feel supported through every chapter ahead.

Hosted on October 22nd, the event featured three expert panelists who shared guidance across key areas of financial planning:

  • Harmony Wagner, CFP®, CPWA® — Bouchey Financial Group
    Navigating personal transitions and long-term financial planning

  • Claire McRae, Esq. — Lemery Greisler LLC
    Protecting assets and family wishes through thoughtful estate planning

  • Leah Henderson, CPA — Teal, Becker & Chiaramonte
    Tax strategies to support and safeguard wealth over time

Together, they provided practical tools for decisions tied to marriage and divorce, caregiving, business transitions, retirement readiness, and preserving wealth for future generations.

Beyond the insights shared, the most meaningful part of the day was the connection — women openly discussing their goals, concerns, and experiences in a supportive environment.

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Women & Wealth

Her Legacy is one of the many ways Bouchey Financial Group continues our commitment to empowering women to plan confidently for the future and protect what matters most.

Continue learning with us.
Sign up for our next educational event here!

Thank you to everyone who joined us—we look forward to continuing these conversations.

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