Empowering Women Through the Women's Forum: A New Initiative by Creative Planning
Creative Planning, a leading independent wealth management firm, has officially launched the Women's Forum, a powerful initiative aimed at improving the financial and professional status of women across the United States. Originally founded by CAP STRAT and recently integrated under Creative Planning's umbrella, the Women's Forum seeks to empower women through comprehensive financial education, community engagement, and leadership development.
With the estimated 'great wealth transfer' projected to see women inheriting a massive $124 trillion, there has never been a more critical time for such an initiative. Women historically encounter substantial barriers in achieving financial independence and growth, and the Women's Forum addresses this gap directly. 'We are thrilled to support the Women's Forum and their mission to empower women financially,' stated Peter Mallouk, President and CEO of Creative Planning. He emphasized the forum's role in providing essential resources that allow women to grow their wealth, advance in their careers, and attain peace of mind regarding their financial futures.
Founded in 2015 by Creative Planning Directors Barbara Best and Nancy Rizzuto, the Women's Forum has a rich legacy of organizing events that connect women with peers and influential leaders specializing in various areas such as finance, health, personal development, and leadership. The forum's new phase under Creative Planning will see it harnessing enhanced resources to broaden its outreach and boost its educational offerings nationwide.
Each year, the Women's Forum hosts significant events that revolve around a central theme. For 2026, the theme has been decided as 'Cultivating Peace, Perseverance, and Prosperity', indicative of the forum's commitment to not only improving economic opportunities but also addressing mental and spiritual well-being. Events are designed to provide the community support women need, focusing on topics that resonate with their personal and professional experiences.
In conjunction with International Women's Day, the Women's Forum is set to host a virtual event featuring guest speaker Rachel F. Seidman, Ph.D., from the Smithsonian American Women's History Museum. This event will deliver a thought-provoking discussion inspired by the project 'We Do Declare Women's Voices on Independence', further reinforcing the forum's commitment to highlighting women's contributions throughout history.
Creative Planning’s investment in the Women's Forum reflects its overall philosophy of holistic financial management – a blend of investment advice, personalized services, and educational resources. The firm’s presence will enable the Women's Forum to traverse beyond its current framework and engage a broader audience, allowing more women to access the valuable tools and networks that can aid in their financial journeys.
As we look ahead to the immense potential of this initiative, it is clear that the Women's Forum is set to play a pivotal role in shaping the future for women’s financial education and leadership in the industry. Creative Planning affirmatively acknowledges the need for women to realize their full potential, grow economically, and continually strive for personal fulfillment. This dynamic initiative stands as a beacon for ambitious women ready to break barriers and redefine their futures.
In an era where women's voices are continuously growing stronger in every domain, the Women's Forum will be essential in fostering a supportive network for those striving to achieve their financial aspirations.
Join us in celebrating this new era dedicated to women through the Women's Forum by Creative Planning, where every woman is encouraged to elevate herself and those around her.
With the estimated 'great wealth transfer' projected to see women inheriting a massive $124 trillion, there has never been a more critical time for such an initiative. Women historically encounter substantial barriers in achieving financial independence and growth, and the Women's Forum addresses this gap directly. 'We are thrilled to support the Women's Forum and their mission to empower women financially,' stated Peter Mallouk, President and CEO of Creative Planning. He emphasized the forum's role in providing essential resources that allow women to grow their wealth, advance in their careers, and attain peace of mind regarding their financial futures.
Founded in 2015 by Creative Planning Directors Barbara Best and Nancy Rizzuto, the Women's Forum has a rich legacy of organizing events that connect women with peers and influential leaders specializing in various areas such as finance, health, personal development, and leadership. The forum's new phase under Creative Planning will see it harnessing enhanced resources to broaden its outreach and boost its educational offerings nationwide.
Each year, the Women's Forum hosts significant events that revolve around a central theme. For 2026, the theme has been decided as 'Cultivating Peace, Perseverance, and Prosperity', indicative of the forum's commitment to not only improving economic opportunities but also addressing mental and spiritual well-being. Events are designed to provide the community support women need, focusing on topics that resonate with their personal and professional experiences.
In conjunction with International Women's Day, the Women's Forum is set to host a virtual event featuring guest speaker Rachel F. Seidman, Ph.D., from the Smithsonian American Women's History Museum. This event will deliver a thought-provoking discussion inspired by the project 'We Do Declare Women's Voices on Independence', further reinforcing the forum's commitment to highlighting women's contributions throughout history.
Creative Planning’s investment in the Women's Forum reflects its overall philosophy of holistic financial management – a blend of investment advice, personalized services, and educational resources. The firm’s presence will enable the Women's Forum to traverse beyond its current framework and engage a broader audience, allowing more women to access the valuable tools and networks that can aid in their financial journeys.
As we look ahead to the immense potential of this initiative, it is clear that the Women's Forum is set to play a pivotal role in shaping the future for women’s financial education and leadership in the industry. Creative Planning affirmatively acknowledges the need for women to realize their full potential, grow economically, and continually strive for personal fulfillment. This dynamic initiative stands as a beacon for ambitious women ready to break barriers and redefine their futures.
In an era where women's voices are continuously growing stronger in every domain, the Women's Forum will be essential in fostering a supportive network for those striving to achieve their financial aspirations.
Join us in celebrating this new era dedicated to women through the Women's Forum by Creative Planning, where every woman is encouraged to elevate herself and those around her.
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