SIP'N WLTH BRUNCH
A Financial Literacy Experience
Your financial life has layers: the visible layer, the practical layer, and the strategic layer. Most people are operating in survival mode. Some are operating in growth mode. Few are operating in alignment.
If you’ve ever felt unsure about your money, it doesn’t mean you’re bad with it. It often means you haven’t been given access to the information, conversations, and support needed to see the complete picture.
Most of us were taught how to earn. Few of us were taught how all the pieces work together: protection, growth, retirement, legacy. We’re expected to figure it out quietly.
The SIP’N WLTH Financial Literacy Experience creates space to step back and see the full structure. It helps you understand what’s working, identify what’s exposed, and strengthen what supports everything else.
Not to overwhelm you, but to equip you. Not to shame you, but to give you access. Because when you have access, you move differently.
If you’ve ever felt unsure about your money, it doesn’t mean you’re bad with it. It often means you haven’t been given access to the information, conversations, and support needed to see the complete picture.
Most of us were taught how to earn. Few of us were taught how all the pieces work together: protection, growth, retirement, legacy. We’re expected to figure it out quietly.
The SIP’N WLTH Financial Literacy Experience creates space to step back and see the full structure. It helps you understand what’s working, identify what’s exposed, and strengthen what supports everything else.
Not to overwhelm you, but to equip you. Not to shame you, but to give you access. Because when you have access, you move differently.
Location
Canopy by Hilton, Pike & Rose
940 Rose Ave, North Bethesda, MD 20852
940 Rose Ave, North Bethesda, MD 20852
Date & Time
April 26, 2026
10:00 AM
10:00 AM
WHAT IS SIP'N WLTH
SIP’N WLTH is a safe space for women to gather and talk about money openly and honestly. We believe wealth isn’t only about money. It’s about the habits we build, the boundaries we set, the decisions we make, and the conversations that are (or aren’t) happening.
For many women, money has been something we manage quietly. We stretch it. We make it work. We carry responsibility with it. But we aren’t always given space to fully understand it, question it, or build with intention.
We also believe wealth isn’t built in silos. It grows in community, through shared knowledge, honest dialogue, and access to the right expertise.
SIP’N WLTH creates that space. A space to learn without shame, to ask without hesitation, and to grow with clarity. Here, financial literacy feels human. Here, wealth feels intentional.
For many women, money has been something we manage quietly. We stretch it. We make it work. We carry responsibility with it. But we aren’t always given space to fully understand it, question it, or build with intention.
We also believe wealth isn’t built in silos. It grows in community, through shared knowledge, honest dialogue, and access to the right expertise.
SIP’N WLTH creates that space. A space to learn without shame, to ask without hesitation, and to grow with clarity. Here, financial literacy feels human. Here, wealth feels intentional.
WHAT TO EXPECT
When you arrive, you can expect an atmosphere that feels welcoming and intentional. This is not a lecture and it’s not a sales event. It’s an experience designed to make complex conversations feel approachable and relevant to your real life.
We’ll begin with brunch — an opportunity to indulge and settle into a relaxed, elevated setting.
From there, we move into a moderated panel featuring trusted experts across key areas of finance. You’ll hear how each layer of your financial life connects, where common gaps exist, and what proactive planning actually looks like.
After the panel, we'll move into focused breakout conversations. You’ll choose the area(s) that speaks most to where you are right now and engage in a smaller, more personal discussion with the expert and other women navigating similar questions.
We believe wealth should feel good, not heavy. Before we depart, you’ll have time to indulge in our Experience Room featuring curated vendors (hello, flower bar 🌸). It’s a chance to enjoy, connect, and celebrate the journey while building something lasting.
We’ll begin with brunch — an opportunity to indulge and settle into a relaxed, elevated setting.
From there, we move into a moderated panel featuring trusted experts across key areas of finance. You’ll hear how each layer of your financial life connects, where common gaps exist, and what proactive planning actually looks like.
After the panel, we'll move into focused breakout conversations. You’ll choose the area(s) that speaks most to where you are right now and engage in a smaller, more personal discussion with the expert and other women navigating similar questions.
We believe wealth should feel good, not heavy. Before we depart, you’ll have time to indulge in our Experience Room featuring curated vendors (hello, flower bar 🌸). It’s a chance to enjoy, connect, and celebrate the journey while building something lasting.
WHAT YOU'LL LEAVE WITH
You won’t leave with just notes.
You’ll leave with clarity about how the layers of your financial life connect. You’ll better understand where you’re solid, where you may be exposed, and what deserves your attention next.
You’ll leave with language: the ability to ask smarter questions and have more confident conversations about your money.
You’ll leave with direction. A clear next steps that feel manageable and aligned.
And you’ll leave with community: relationships with like-minded women and access to trusted professionals who can support your growth beyond this room.
Most importantly, you’ll leave feeling good, not overwhelmed.
You’ll leave with clarity about how the layers of your financial life connect. You’ll better understand where you’re solid, where you may be exposed, and what deserves your attention next.
You’ll leave with language: the ability to ask smarter questions and have more confident conversations about your money.
You’ll leave with direction. A clear next steps that feel manageable and aligned.
And you’ll leave with community: relationships with like-minded women and access to trusted professionals who can support your growth beyond this room.
Most importantly, you’ll leave feeling good, not overwhelmed.
THIS IS FOR YOU IF...
This is for you if you’re building something and want to build it well.
If you’re earning more than you used to but aren’t fully sure all the pieces are aligned. If you’ve started investing, saving, or planning, yet still wonder whether you’re missing something important. If you want to protect what you’re building, not just grow it. If you’re tired of piecing together financial advice from social media and want real clarity from trusted experts. If you value community and believe wealth isn’t built in isolation.
This is for you if you’re ready to move from simply managing money to leading it with intention and if you want to feel confident, not confused, about your financial life.
If you’re earning more than you used to but aren’t fully sure all the pieces are aligned. If you’ve started investing, saving, or planning, yet still wonder whether you’re missing something important. If you want to protect what you’re building, not just grow it. If you’re tired of piecing together financial advice from social media and want real clarity from trusted experts. If you value community and believe wealth isn’t built in isolation.
This is for you if you’re ready to move from simply managing money to leading it with intention and if you want to feel confident, not confused, about your financial life.
WHY IT MATTERS
April is Financial Literacy Month and a reminder that understanding your money is not optional. It’s essential.
Yet research continues to show that financial literacy remains a gap for many adults. Studies have found that only about 57% of U.S. adults are considered financially literate, meaning nearly half of adults struggle with core concepts like interest, inflation, and risk diversification. At the same time, surveys consistently show that money is one of the top sources of stress, with a majority of adults reporting financial anxiety. Many households also report living paycheck to paycheck, even among higher earners.
The issue isn’t intelligence. It’s access.
Yet research continues to show that financial literacy remains a gap for many adults. Studies have found that only about 57% of U.S. adults are considered financially literate, meaning nearly half of adults struggle with core concepts like interest, inflation, and risk diversification. At the same time, surveys consistently show that money is one of the top sources of stress, with a majority of adults reporting financial anxiety. Many households also report living paycheck to paycheck, even among higher earners.
The issue isn’t intelligence. It’s access.
Most people were never formally taught how investing works. How insurance protects income. How estate planning secures legacy. How retirement strategy actually fits together. We are expected to “figure it out” along the way.
Financial literacy changes that.
It shifts you from reacting to planning.
From guessing to understanding.
From managing money to leading it.
SIP’N WLTH exists because financial literacy should feel accessible, practical, and empowering — not intimidating.
Financial literacy changes that.
It shifts you from reacting to planning.
From guessing to understanding.
From managing money to leading it.
SIP’N WLTH exists because financial literacy should feel accessible, practical, and empowering — not intimidating.
COUNTDOWN IS ON 🎉
OUR PANELISTS
We've brought together trusted professionals from across key areas of finance because wealth is not built through one conversation. It’s built through informed decisions across multiple disciplines.
Our panel features an estate planning attorney, a wealth advisor, a financial planner, and an insurance specialist, each offering expertise in a critical layer of your financial life.
Together, they provide perspective on how protection, growth, retirement strategy, and legacy planning work in alignment.
Our panel features an estate planning attorney, a wealth advisor, a financial planner, and an insurance specialist, each offering expertise in a critical layer of your financial life.
Together, they provide perspective on how protection, growth, retirement strategy, and legacy planning work in alignment.
Jane Doe
CEO
Pellentesque ullamcorper tortor ut auctor consequat. Nullam sed nisi massa.
Jane Doe
CEO
Pellentesque ullamcorper tortor ut auctor consequat. Nullam sed nisi massa.
Jane Doe
CEO
Pellentesque ullamcorper tortor ut auctor consequat. Nullam sed nisi massa.
Jane Doe
CEO
Pellentesque ullamcorper tortor ut auctor consequat. Nullam sed nisi massa.
SCHEDULE
OUR SPONSORS
We extend sincere appreciation to our sponsors for helping bring this experience to life. Your support reflects a shared commitment to empowering women through financial education and intentional community. Because of you, this experience goes beyond conversation, it becomes connection, access, and opportunity.
We are honored to partner with organizations that value growth, ownership, and collective progress.
We are honored to partner with organizations that value growth, ownership, and collective progress.
No Sponsors with images, just yet.
LOCATION
Canopy by Hilton, Pike & Rose
940 Rose Ave, North Bethesda, MD 20852
940 Rose Ave, North Bethesda, MD 20852
The experience will be hosted at the Canopy by Hilton, a modern, thoughtfully designed hotel known for its welcoming atmosphere and refined aesthetic. The space reflects the intention behind this experience: elevated, comfortable, and curated with care. Located conveniently for easy access, the venue offers ample paid parking in covered garages, making your arrival smooth and stress-free. From the setting to the service, every detail supports a relaxed and polished experience.