WCWI 2025 PROGRAM BOOK

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thousands of women in business have something in common: Key4Women . ®

Since 2005, Key4Women has been connecting, empowering, and advocating for women entrepreneurs and leaders like you.

Join Key4Women today at key.com/JoinK4W.

Key4Women is a registered trademark of KeyCorp. Key.com is a federally registered service mark of KeyCorp. ©2024 KeyCorp. KeyBank is Member FDIC. 210618-1108464-1277458857

We are honored to support the annual Women Creating Wealth and Impact Money Makeover Conference!

As firm believers in women’s potential, we are thrilled to be part of this transformative platform.

CHANGE STARTS HERE.

24/7 Crisis & Support Hotline Text or call (216) 619-6192 Chat @ clevelandrapecrisis.org/chat

Grenadilla Advisory empowers individuals and families by providing personalized wealth management solutions that simplify financial complexities and address unique aspirations. Our commitment to integrity and excellence ensures tailored strategies in investment management, risk management, and financial planning. Trust us as your dedicated partner in navigating your financial journey. Discover how we can help you achieve your goals at www.grenadilla-advisory.com.

WHO WE ARE

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At Grenadilla Advisory, we believe in building lasting relationships by understanding your unique financial aspirations. Our dedicated team is committed to providing personalized guidance that empowers you to navigate the complexities of wealth management with confidence.

Together, let's turn your financial dreams into reality.

At Grenadilla Advisory, we recognize that one of your greatest fears is the uncertainty of funding your goals. We specialize in crafting personalized wealth management strategies that empower you to achieve financial security and pursue your life ambitions with confidence. We go beyond generic investment strategies by focusing on your unique circumstances, helping you build a plan tailored specifically to your needs and goals. With our commitment to transparency and thorough due diligence, you can trust us to provide guidance that alleviates your worries and positions you for a prosperous financial future.

CONTACT US

anna@grenadilla-advisory.com www.grenadilla-advisory.com

!"#$%"&'&("%$&)#*+&,-+".& ! Retirees: Help level to implement strategies to continue current lifestyle and minimize taxes, RMDs

! Individuals 5-10 Years from Retirement:

Create goal-oriented plan to protect nest egg

! Social Security: Know When to Start Collecting ! Job Changes: Understand options for old 401(k) & help understand benefits offered by new employer

! Newly Married: Planning for financial goals together and protecting household

Brandy Mickens

Executive Vice President p. (216) 615-7463 www.brandymickens.com brandy.mickens@equitable.com

! Growing Family: Life insurance and college

Equitable Advisors, LLC 1001 Lakeside Ave, Suite 1650 Cleveland, OH 44114

! Business Owners: Set up retirement savings

Questions?

Interested in joining our team?

Scan the QR code to learn more!

planning needs

plan, business continuation & protection strategies

! Pension Planning: Understand how to maximize the benefits you are eligible to receive

! Young Professionals: Enroll in work benefits ! Divorced or Widowed: Review current situation to help ensure lifestyle remains the same

Equitable Advisors and its associates do not offer tax or legal advice. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).

Insurance and annuity products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. AGE-6013045.1 (10/23)(Exp. 10/25)

Community First Supporting local events the Women Creating Wealth & Impact Wealth Conference isn’t just what we do — it’s who we are. When you bank local, your dollars stay local. That’s what it means to be a mutual bank, and we’re proud to be yours!

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