The March 2026 Women & Finance Knowledge circle will be held on Thursday, March 12th at 2 pm ET.
Guest speaker Cary Carbonaro will be presenting, "84 Trillion in Motion: How Women Are Redefining Wealth."
Brought to you by the Women & Finace Knowledge Circle, Join us for an empowering and insight-driven session with Cary Carbonaro, as she explores one of the most significant shifts in the financial landscape: the rapid movement of wealth into the hands of women and what it means for advisors, clients, and the industry as a whole.
Drawing on insights from her book Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, Cary will unpack the dynamics behind the estimated $84 trillion in motion as women assume greater economic influence. She’ll illuminate how women’s unique financial experiences, priorities, and decision-making patterns are reshaping the definition of wealth and what advisors can do to better serve and engage this growing majority of asset holders.
Participants will come away with a deeper understanding of:
- Why women are becoming a dominant force in wealth and financial decisions.
- How traditional financial models and practices need to adapt to meet women’s financial priorities.
- Actionable strategies for building more meaningful, values-aligned relationships with women clients.
Whether you serve women clients, lead a practice, or are interested in how this wealth transfer will impact financial planning, this session offers vital perspectives and practical guidance for navigating the future of wealth.
Cary Carbonaro is an award-winning Certified Financial Planner™ professional with over 25 years of experience, and currently serves as Managing Wealth Advisor and Women and Wealth Ambassador for Ashton Thomas. She leads a multimillion-dollar financial planning practice, specializing in empowering women.
Cary is the author of the bestselling book The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear, Morgan James, Oct 2015. Cary’s second book. Women and Wealth: A Playbook To Empower Clients and Unlock Their Fortune, published by Wiley came out as #1 in Economics and Business Finance in April 2025. It was ranked in the Top 10 Books of 2025 by Wealth Management for Financial Advisors.
She serves as a CFP® Board Ambassador, representing the financial industry in the media, and has been honored six times on Investopedia’s Top 100 Financial Advisors list. In 2016, she was awarded the prestigious Investment News Women to Watch recognition. In 2024, Cary was appointed as the first female member of the Nasdaq Advisor Council. In 2025, she was named 2025 DEI Trailblazer of the Year by Investment News.
Cary is a philanthropist and serves on several boards. She is on the Cortland College Foundation Board, Founding President of the Women’s Giving Alliance of Southlake Foundation. She is part of the benefactors’ circle of the Center for Financial Planning. She is part of the Milken Institute’s Women’s Financial Security Initiative.
Cary’s knowledge and expertise are highly sought after, and she frequently appears as a commentator on local and national television news channels. She has spoken around the world on financial literacy, with a focus on advocating for women and guiding them to financial empowerment.