Upstate Women in Finance Event

Save the Date! The Upstate Women in Finance Event is returning on May 4, 2023.

The Foundation for Women’s Financial Education is a not-for-profit organization operated by volunteers who dedicate their time and talent. Our mission is to provide unbiased financial education to empower women in the Greater Rochester area. We sponsor Second Saturday divorce workshops and offer various financial literacy seminars to strengthen a woman’s financial knowledge and understanding.

Please check back for more information on the 2023 Upstate Women in Finance Event. If you would like to help us promote our mission by volunteering, please contact us for more information.


2019 Upstate Women in Finance Event Recap

Women in Finance image

Nearly 40 women joined us at the 2019 Upstate Women in Finance event. Women from across the Rochester area who work in financial services enjoyed an afternoon devoted to topics that impact our profession and our clients. The event was presented by the Foundation for Women’s Financial Education.

View the 2019 program


2019 EVENT AGENDA

12:30 PM    Registration, Networking & Luncheon

1:00 PM      Opening Remarks

1:10 PM      Keynote Speaker: Lenore Reiner, CFP, Eaton Vance Distributors, Responsible Investing:      Aligning Your Financial Goals with Your Value

2:05 PM      Networking Break

2:15 PM      Presenter: Cicely Stickland-Ruiz, United Way of Greater Rochester, The Changing Face of Philanthropy: Women & Gifting

3:20 PM      Presenter: Miranda Wilcox, Thrive Potential, LLC, Developing and Influential Presence

4:15 PM      Closing, Networking & Reception: Wine, Chocolate & Conversation

5:30 PM      Event Closes