02/09/2026
Last week, Patricia Peoples, CFP®, CKA®, CLU®, ChFC®, QPFC and Grace Pasquale had the opportunity to attend Commonwealth Financial Network’s 2026 Women’s Summit in beautiful Ojai, California. 🌄
It was an incredible experience connecting with so many thoughtful, driven professional women while learning from impactful speakers and sharing meaningful conversations.
Ojai was the perfect setting for both growth and connection - Pat and Grace even squeezed in horseback riding and a boot camp workout with fellow attendees, which made the experience even more memorable.
One of Grace's favorite sessions was “Long-Term Care Planning Considerations for Every Woman in Your Book of Business: Single, Married, Divorced, and More” presented by Karysa Swackenberg, MBA, CLTC® of Ash Brokerage. Grace loved how practical the discussion was, highlighting the unique planning considerations women face at every life stage and reinforcing how important it is to proactively address long-term care in a thoughtful, personalized way.
Patricia’s favorite session was “Hold the Reins, Share the Ride: Trust as a Succession Strategy” by Lisa Cregan. The session stood out for its clear, strategic approach to building trust-based succession plans and the reminder that strong relationships are just as important as strong structures when planning for the future.
We’re grateful for the opportunity to learn, reflect, and return home inspired - ready to continue serving our clients with fresh perspective and renewed energy.