Community Call: Financial Reset & Confidence Through Life’s Transitions
Financial Reset & Confidence Through Life’s Transitions
Hosted by CNYWN Collective Member Annie Heyen, Financial Advisor
Equitable Advisors, LLC, member FINRA, S.I.P.C., a broker-dealer. Equitable Advisors, LLC, an SEC-Registered Investment Advisor. AGE-9045048.1(7exp.7/30)
Life is full of transitions. Some are planned and celebrated, while others arrive unexpectedly and leave us feeling uncertain about what comes next. These moments often come with financial questions, emotions, and decisions that can feel overwhelming.
This session is designed to help women reconnect with their financial confidence during times of change. Together, we'll explore how our experiences, beliefs, and mindset shape the way we make financial decisions and how small, intentional steps can help us move forward with greater clarity and a stronger sense of control.
The ability to make productive financial decisions is about more than knowledge alone. It is the combination of confidence, behavior, and practical action that helps us navigate life's uncertainties and build a future aligned with our goals and values.
Join us for an open and supportive conversation about creating a financial reset that meets you where you are today, while helping you feel more confident about where you're headed next.
Event Details
Date: Wednesday, November 4, 2026
Time: 12:00 – 1:30 PM EST
Location: Zoom
Cost
CNYWN Collective Members: Free
CNYWN Community: $20
What You'll Learn
In this interactive session, we’ll explore:
→ How our experiences, beliefs, and mindset can shape the way we approach money and financial decisions.
→ How to reconnect with financial confidence and a stronger sense of control during periods of change or uncertainty.
→ How small, intentional actions can help you move forward and build a future aligned with your goals and values.
Call Itinerary (90 Minutes Total)
12:00 – 12:30 PM | Masterclass with Annie Heyen
An interactive conversation about financial confidence through life’s transitions, including how our experiences, beliefs, and behaviors influence financial decisions and how intentional action can help us navigate change with greater clarity.
12:30 – 1:00 PM | Breakout Sessions
Financial Reflection + Your Next Chapter
In small groups, you’ll have an opportunity to reflect on your own relationship with money, the financial side of navigating life transitions, and the decisions and experiences that have shaped where you are today.
Breakout Prompts:
What is your first money memory?
When you think about a major transition in your life, what made it feel challenging from a financial perspective, and what helped you move forward?
What was the best financial decision (or decisions) you’ve ever made?
What is one small action you can take in the next month to support the next chapter of your life?
1:00 – 1:30 PM | Open Networking + Community Support
An open space to stay connected, continue conversations, ask questions, and build relationships within the community.
About Your Speaker
Annie Heyen is a Financial Advisor with Equitable Advisors and a member of The Collective by CNYWN. She is passionate about helping women feel confident, informed, and empowered about their financial future.
Annie places a primary emphasis on client education when creating a strategy for growth and risk management. Not only does she want to create a stable strategy for your financial wellbeing, but she also aims to provide an education that goes beyond traditional financial services.
Whether you’re starting your own business, navigating a career change, growing your family, or preparing for retirement, Annie focuses on clear, goal-oriented plans that protect what you’ve built and support the life you want to live.
Connect with Annie:
LinkedIn | Equitable Advisors
Equitable Advisors, LLC, member FINRA, SPIC (Equitable Financial Advisors in MI & TN) (NY, NY 212-314-4600), // Equitable Network, LLC. AGE-8890223.1(exp4/30)
Sponsorship Opportunities
Partner with us on a future Community Call! To learn more, contact partnerships@cnywomensnetwork.com.
The Collective by CNYWN is a private membership community for women who live, work, and lead in Upstate New York. We create intentional experiences — like this one — where relationships are built, ideas are exchanged, and opportunities are created.
Curious about joining? Explore our membership options here!
By registering for this event, you agree to the following terms and conditions:
Event Participation: Your registration confirms your participation in the event. Tickets are non-refundable and non-transferable.
Code of Conduct: All attendees are expected to behave in a professional and respectful manner. Disruptive or inappropriate behavior may result in removal from the event without a refund.
Liability Waiver: By attending the event, you assume all risks associated with participation, including but not limited to personal injury or loss of personal property. The event organizers are not liable for any damages or injuries incurred.
Media Release: The event may be photographed and/or recorded. By attending, you consent to the use of your image and likeness in promotional materials and publications.
Privacy Policy: Your personal information will be used solely for event-related purposes and will not be shared with third parties without your consent.
Health and Safety: Attendees must comply with all health and safety guidelines as stipulated by the event organizers and venue.
Thank you for your understanding and cooperation 🩷