Event Catalogue
Why Female-Focused Events Matter
Women aren’t just a growing force in wealth — they’re the backbone of client communities, family legacies, and referrals. By 2030, women are expected to control over $30 trillion in financial assets. But here’s the real opportunity:
Women are more than twice as likely as men to make a referral.
They tend to invite their circle — daughters, sisters, friends — when they feel truly welcomed.
And they remember how you made them feel far more than what you said about IRAs.
That’s why we created the EvolveHer Event Toolkit — to help advisors deliver standout client appreciation experiences that spark connection, build loyalty, and celebrate life’s evolving journey. These events are built for relationships first. You can always add a business moment — but it’s the laughs, the stories, and the hugs that keep people coming back.
Pro tip: Encourage guests to bring a friend or invite the next generation — it multiplies the impact and builds your brand as a multigenerational advisor who gets it.
Breathe and Bloom
Theme: Wellness & Connection
Experience: Guided breathwork followed by a floral arranging workshop.
Suggested Partners:
Local yoga or breathwork instructor
Florist or flower farm
Event Flow:
Welcome & light refreshments (10 min)
Guided breathwork session (20 min)
Floral arranging with tips from florist (30–45 min)
Casual mingling + display your arrangement (15 min)
Conversation Starters:
"When was the last time you truly paused to breathe?"
"If your floral arrangement had a name, what would it be?"
Follow-Up Idea:
Send each guest a photo of their arrangement with a note: “We loved seeing you bloom with us.”
Optional Advisor Add-On:
Close with a brief tip on how clients can build in financial self-care moments — a checklist card or link to a resource.
New Chapters Brunch
Theme: Life in Transition
Experience: Celebrate evolving life stories over brunch with a journaling prompt and casual discussion.
Suggested Partners:
Local café or event space
Life coach or author to co-host
Event Flow:
Brunch + welcome toast (15 min)
Journaling prompt: “What chapter are you in now — and what’s next?” (15 min)
Optional group share or partner discussion (20–30 min)
Leave behind: mini journal + quote card
Conversation Starters:
"What’s something you’ve let go of recently — and what did it open up?"
"What’s one thing you want more of in this season?"
Follow-Up Idea:
Mail a handwritten card with a quote from their journal entry and a note of encouragement.
Optional Advisor Add-On:
Include a small takeaway booklet: “Planning Through Life Transitions” with prompts but no pitch.
Letters to my Future Self
Theme: Legacy & Impact
Experience: Guided writing session + keepsake envelope sealing their letter.
Suggested Partners:
Stationery store, therapist, or journaling expert
Estate planning attorney for optional co-host
Event Flow:
Welcome & intention setting (10 min)
Guided writing exercise: “Dear Future Me…” (25 min)
Share insights (optional, small group or anonymously)
Seal letters into keepsake envelopes to be mailed later
Conversation Starters:
"What legacy do you hope to leave behind — and how do you want it to feel?"
"Whose life are you impacting today, and how do you want them to remember you?"
Follow-Up Idea:
Mail the letters to clients 3–6 months later with a note: “A reminder of the legacy you're shaping, one intention at a time.”
Optional Advisor Add-On:
Offer a follow-up session titled: “Planning for the Future You Wrote To.” Optional and by invite only.
Wine, Women and Wealth Conversations
Theme: Connection Through Conversation
Experience: Guided wine tasting with open-ended life + money conversation prompts.
Suggested Partners:
Local winery or sommelier
Women-owned wine distributor
Event Flow:
Welcome + wine flight poured (10 min)
Guided tasting with expert (20–30 min)
Roundtable-style prompts and stories (30–45 min)
Optional wine takeaway or pairing recipe card
Conversation Starters:
"What’s a belief or value you’ve carried with you — and how has it aged over time, like a good wine?"
"Who has poured into you — and who are you pouring into now?"
Follow-Up Idea:
Send a bottle of the favorite wine from the tasting with a thank-you card.
Optional Advisor Add-On:
Provide a card titled: “Your Financial Flavor Profile” that matches planning styles to wine styles — light, cheeky, and zero pressure.
Linked by Legacy – Permanent Jewelry
Theme: Lasting Bonds, Shared Stories
Experience: Permanent bracelet or charm bonding with storytelling prompts.
Suggested Partners:
Local permanent jewelry artist
Boutique or gallery space
Event Flow:
Welcome drinks & sign-ups (10 min)
Opening conversation on family legacy: what traditions, values, or lessons have been passed down? (10–15 min)
Bracelet or charm application — guests reflect on what they want their bracelet to symbolize (30–40 min)
Share legacy intentions or family stories in small groups (15–20 min)
Optional photo booth or quote wall
Group toast to lasting bonds and future impact
Conversation Starters:
"What’s a value you’ve inherited and hope to pass on?"
"What does this bracelet represent to you?"
Follow-Up Idea:
Email a group photo with a quote collage from the event and an invite to the next one.
Optional Advisor Add-On:
Offer a leave-behind called “Linked by Values” — a short worksheet that connects life values to legacy planning, with a soft invitation to chat further.
Ready to Create Something Meaningful?
These events are designed to deepen relationships, spark conversations, and remind your clients why they chose you. Whether you're just getting started or want to elevate your current event strategy:
If you have an idea you want to bring to life, let’s brainstorm.
If you’d like to create a full-blown presentation or educational session for your clients, we have professionally designed decks and vetted guest speakers to support you.
If you want help customizing any of the events in this toolkit, I’m here to make it easy.
Expand Your Reach: From Appreciation to Prospecting
Every event in this toolkit can easily double as a prospecting and educational opportunity. The theme is the hook — the value-driven experience is what gets them in the room. But it’s the purposeful pivot to education that helps you grow your business.
Use these events to:
Invite friends-of-clients and potential prospects
Create buzz around a hot-topic educational theme — like “Refinance Your Retirement” — to attract new attendees
Introduce your value in an authentic, low-pressure setting that naturally opens the door for future planning conversations
Want help executing the strategy? Reach out to learn more about our presentation support, event structure guidance, and network of expert speakers.
