Lunch and Learn: Generosity and Your Financial Life

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!

The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The views expressed herein are those of the author and do not necessarily reflect the views of the firm or its affiliates. Certain statements may contain forward-looking information that is subject to various risks and uncertainties. Actual results may differ materially from those discussed. Investing in securities involves risk, including loss of principal. Past performance is never a guarantee of future returns. Please consult with your professional, tax, or legal advisor before implementing any investment strategy. Investment advisory services are offered through Indivisible Partners, LLC, a federally registered investment advisor. Services are offered in jurisdictions where the firm and its advisors are registered.