Winter Wealth Chats for Women
Virtual Coffee Conversations to Prepare for a New Season of Prosperity — to Build, Protect, and Pass On Wealth
Every Friday Morning | 8:30-9:30am | Jan-April 2026
Join the FREE Winter Wealth Circle to gain full access to a season of empowering conversations. This is a space to learn, ask questions, and feel more confident about their financial future. Each chat is designed to help you:
Understand the key parts of building and protecting wealth
Talk about money without judgement or jargon
Get clear on planning for business, family, and legacy
Hear real stories from other women in similar stages of life
Build confidence in decisions that support your next chapter
Who Should Join
Women business owners, executives, and professionals
Women who want to feel more confident and connected to their financial future
Women managing family wealth or partnered with a business owner
Agenda
9:00-9:10
Welcome & Intros
Dayna Bond will facilitate a fun process of getting to know one another. The Winter Wealth Chat is for learning, having fun,, and making new connections.
9:10-9:20
Topic Introduction
Nathan will briefly explore the week's topic, covering the concept and associated concerns for women, leaving the group with thought-provoking material for discussion.
9:25-9:50
Open Discussion
The group will openly discuss the topic, share concerns, and learn from one another's experience. We will explore our understanding of money in new ways in the large group discussion or in breakout rooms.
9:50-10:00
Wrap Up
We'll summarize the discussion, highlight actionable ideas, and provide resources to help you apply what you’ve learned beyond the session.
Meet the Team Bringing These Conversations to Life
HOST OF THE WINTER WEALTH CHATS
Dayna Bond
Registered Branch Associate
As a Registered Branch Associate with Edward Jones, Dayna works alongside Nathan to support clients in all aspects of their financial journey, ensuring each interaction feels personal, informed, and empowering.
Dayna’s passion for connecting with people and creating space for meaningful dialogue makes her a natural host for the Winter Wealth Chats for Women. She believes financial confidence starts with honest conversations and she’s dedicated to helping women feel comfortable, curious, and confident as they explore what wealth really means to them.
EXPERT SPEAKER
Nathan Osterhout
Financial Advisor
Nathan helps professionals, business owners, and families simplify financial complexity. He believes confidence comes from understanding your goals, your family, and the “why” behind your money decisions.
FACILITATOR
Jenise Figueiredo
Sr. Branch Office Administrator
Need information about Jenise to add here if she is going to be a part of the chats
FACILITATOR
Alyssa Claridge
Sr. Branch Office Administrator
Need information about Alyssa to add here if she is going to be a part of the chats.
Winter Wealth Chat Schedule
Upcoming Chats
Session 1 - The Emotion of Money: Why We Spend, Save, and Give the Way We Do
A reflective conversation on how early experiences shape our money habits — and how understanding those emotional patterns can lead to more confidence and balance in your financial life.
Session 2 - Money Confidence for 2026: Setting Financial Intentions That Stick
We’ll explore how to set realistic, values-aligned financial intentions for the year ahead, and how to turn those intentions into habits you can actually maintain.
Session 3 - Wealth in Business: What Every Woman Should KNow About Valuation & Ownership
A practical look at what drives business value, how to protect the equity you’re building, and how to think like an investor in your own company.
Session 4 - Partnership & Money: Thriving Financially with Your Spouse or Business Partner
A conversation about building trust, transparency, and shared goals — whether you’re navigating money in marriage, business, or both.
Session 5 - Preparing the Next Generation: Passing on Values Before You Pass on Wealth
We’ll talk about raising financially grounded kids, communicating your values, and laying the foundation for a thoughtful, intentional transfer of wealth.
Session 6 - Women, Power, and Financial Independence
A motivating discussion about the role women play in shaping the future of wealth — and the financial confidence, clarity, and agency that comes with it.
Session 7 - Investing with Intention: From Fear to Freedom
We’ll demystify investing, explore the emotional barriers that often hold women back, and discuss how to build confidence in the markets and your long-term strategy.
Session 8 - Succession & Wealth Transfer: The Woman's Role in Legacy Planning
Learn how to prepare your family or business for a smooth transition of wealth — and the key conversations that support harmony, clarity, and fairness.
Session 9 - Redefining Success: Designing a Life of Wealth, Purpose, and Impact
A reflective session on redefining prosperity, aligning your resources with what matters most, and building a life that blends wealth with meaning and impact.
Session 10 - Celebrating Financial Growth: Insights, Wins, and What Comes Next
A community wrap-up to celebrate your progress, reflect on meaningful takeaways, and look ahead to the next chapter of your financial journey.
