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Lunch and Learn: Generosity and Your Financial Life

  • Lauren Pearson
  • May 13, 2025

There’s something special about women around a table. Whether it’s family recipes or financial wisdom, we’ve always known how to pass things down with intention—and a little fun.

That’s the spirit behind our upcoming Lunch & Learn: Generosity and Your Financial Life. It’s a relaxed, woman-led gathering hosted by Lauren Pearson and Ellen Bradford, where we’ll share stories, swap insights, and explore how charitable giving can be more than a good deed—it can be a core part of how you steward your wealth.

We’re thrilled to be hosting this conversation at AshBlue, one our favorite spaces in town for beauty, meaning, and connection.

Over lunch, we’ll talk about:

  • Why generosity deserves a seat at your financial table
  • What tools—like donor-advised funds or gifting appreciated stock—can help you give wisely
  • How giving can be a way to teach values across generations
  • What to do when your family doesn’t see eye-to-eye on causes that matter to you

This isn’t a seminar. It’s a space for thoughtful women to reflect, connect, and reimagine what wealth can do when it’s aligned with heart and purpose.

Spots are limited, and our tables will fill quickly.

If you’d like to join us, register here.

We’d be honored to have you!

Lauren Pearson, CFP®
Lauren Pearson
Website |  + postsBio ⮌

The most important thing in my life is my family. My husband, Andrew, and our three smart and brave daughters.

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Our team calls Beaufort, Birmingham, and Charlottesville home, yet our work extends far beyond. We walk along families nationwide, in person, and online.

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