Your Parents, Your Kids, Your Wealth: The Planning Conversation You Can’t Put Off
Recently, I have been more reflective about life, where we are, and where we are going. I started thinking about the clients we have served, as well as looking at my own life and family, and it hit me...many women are not prepared for what is ahead. So, there is something important I would love to invite you to.
As you know, I am passionate about helping women. Right now, we are living through an extraordinary moment in history. Women are earning and investing at record rates, and within the next two decades, trillions of dollars will change hands through what is being called "the great wealth transfer.
Many women (wives, daughters, granddaughters, sisters, etc.) will inherit significant wealth, often for the first time, and find themselves facing financial decisions they have never had to make before. In addition, women are earning more money on their own than ever.
The truth is, most are not prepared. And we do not want that for you or for someone you love and care about.
That is why we are hosting an intimate gathering, and we have personally selected a small group of women we care about to join us for a conversation that will be both timely and truly valuable.
Heir Dynamics: Money in Motion: How Women Can Better Navigate Their Wealth Transfer is an honest conversation among women about money, family, legacy, and the questions we do not always know how to ask.
Here is what we will explore together:
- Why 80% of women who inherit face unexpected challenges and how to avoid them
- The emotional weight of inheritance: guilt, grief, and responsibility
- The three steps you can take now to protect your financial future
- How to have the hard conversations with parents, spouses, or heirs before it is too late
- Real stories from women who have been there and the advice they wish they had had
Meet Your Hosts

Nicole Herman
Women’s Wealth Strategist, UBS. Nicole guides families through life transitions and will share key insights from UBS’s Own Your Worth research.

Shelley Goglio, CFP®, CPWA®, CDFA®, CEPA®
Senior Vice President–Wealth Management, Private Wealth Advisor. Shelley specializes in helping Silicon Valley executives solve complex financial problems, focusing on diversification, alternative investments, and “Planning with purpose.”

Sara Saxe, CFP®, CRPC™
Senior Vice President–Wealth Management, Financial Advisor. With decades of experience, Sara guides Silicon Valley executives and middle-management through all stages of wealth building, with a particular expertise in retirement planning and the unique challenges faced by women.

Caroline Huo & Rob DeContreras
Meridian Partners. We are your local partners, dedicated to helping families align their wealth with their values and navigate important transitions with grace.
This conversation is limited to just 20 guests. We are keeping it intentionally small so we can have real dialogue, answer your questions, and create a comfortable space for meaningful conversation.
Who should attend? This is for you if you expect to inherit, have recently inherited, or simply want to take a more active role in your financial life. Or bring your mom, sister etc.
Save the Date: November 20 at 4:00 PM
Led by our trusted advisors from UBS (a team of powerful women!) I truly hope you can join us. This is your opportunity to learn, connect, and feel more confident about your financial future, surrounded by women who get it.
And if this resonates with someone you love (a daughter, sister, or friend), please feel free to bring them along. I am here to support the women in your life, too.
We’d Love to Have You With Us
FOR NEWS INQUIRIES
Kyle Henry
Director of Marketing
Kyle.H@CarolineHuo.com
650.727.1308
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