Power Up Your Purse And Break Your Coin Ceiling—A Money Conversation with Francis Financial
Mastering money isn't just about spreadsheets—it's about understanding yourself.
Join Francis Financial's Sunaina Mehra-Syed (Partner, Senior Director of Marketing) and a Senior Lead Advisor/Lead Advisor (TBA) for an in-person Money Conversation workshop. Through hands-on exercises and group dialogue, you'll be guided through various money topics, including discovering your unique money personality, exploring your money story, overcoming the tricky emotions that hold us back, and learning practical steps to build financial agency. We'll unpack how our backgrounds shape our financial habits and provide you with space to reflect, share, and ask questions.
What to Expect:
Arrive at a relaxed networking reception featuring a generous spread and non-alcoholic beverages (please notify us in advance of any dietary needs).
Interactive workshop (1 hr+) packed with Q&A.
Leave with more confidence, clarity, and a renewed sense of agency over your finances.
Request to join now to take another step toward a healthy money mindset.
Special thanks to Francis Financial, Inc. for providing expert program facilitation as our in-kind sponsor.
About Our Sponsor:
Francis Financial, Inc. is a boutique wealth management and financial planning firm dedicated to empowering women to navigate financial decisions with confidence, whether through divorce, widowhood, inheritance, family planning, or retirement. Francis Financial helps their clients plan their financial future, grow their investment portfolio, and protect their nest egg through life changes.
Their fee-only approach promises objectivity in their recommendations and services, providing fiduciary loyalty and financial peace of mind to their family of clients. They specialize in working with clients who have approximately $2 million or more in investible assets.
Recognized by Forbes, USA Today, Financial Planning, Money.com, and Newsweek as one of the top financial advisory firms, they take a holistic approach to client support. Their team, which includes Certified Financial Planners (CFP®) and Certified Divorce Financial Analysts (CDFA®) offers expert guidance through life’s most challenging financial transitions.
About Our Presenters:
Sunaina Mehra-Syed is a Partner and the Senior Director of Marketing at Francis Financial, Inc.
(TBC) Senior Lead Advisor / Lead Advisor at Francis Financial, Inc.
Hosted by:
Midlife Path | IG @midlifepathing | LinkedIn
Real-world events, programs, and networks for mid-to-later career women in the NYC area, as well as purpose-led businesses and organizations. AAPI female-founded in 2025.
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