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OpalWomen A division of Opal Wealth Advisors, empowering and educating independent, driven women like you. That’s where we come in.

OpalWomen is a division of Opal Wealth Advisors, dedicated to empowering and educating independent, driven women like you. We work with couples, executives, and women business owners to help them achieve lasting financial peace of mind. Using the Opal Way—our proven planning process—we start by identifying meaningful goals and actions, then create a customized financial strategy with the personal support needed to stay on track. As part of the OpalWomen team, we understand that being a modern woman often means wearing many hats. Between building a career, raising a family, and managing day-to-day responsibilities, life can get overwhelming. And while you're expected to juggle it all, few women are ever taught how to manage their wealth with confidence. OpalWomen is made up of experienced financial planners and coaches who work exclusively with independent, hard-working women. We’re here to help you define what success looks like and pursue it with clarity.

Join us in Westhampton Beach for an intimate afternoon of conversation, connection, and inspiration.On Friday, October 2...
09/23/2026

Join us in Westhampton Beach for an intimate afternoon of conversation, connection, and inspiration.

On Friday, October 2, Katherine M. Dean, CFP® will sit down with entrepreneur and author Beth Mazza, co-author of Entrepreneur Like a Mother, for a candid conversation about building a business on your own terms without sacrificing the life you love.

Hosted by The Hyve and OpalWomen at Opal Wealth Advisors, the afternoon will include a fireside chat, lunch, book signing, and a complimentary signed copy of Entrepreneur Like a Mother for every guest.

Space is limited to just 30 guests. Reserve your seat:

https://hubs.la/Q04y8XsB0

Please see important disclosure information at https://hubs.la/Q04y8XsC0.

What’s driving your decisions, where is your energy going, and what may be quietly holding you back?Join Katherine M. De...
09/15/2026

What’s driving your decisions, where is your energy going, and what may be quietly holding you back?

Join Katherine M. Dean, CFP® and Karen Colligan, Founder of People Think, for The Energy Equation, an interactive workshop exploring the connection between your values, strengths, internal barriers, and financial growth.

In just 45 minutes, you’ll gain a practical framework to better understand what’s influencing your decisions and how to put that insight to work in your business, leadership, and financial life.

Tuesday, September 29 | 12:00 PM – 12:45 PM | Zoom
Complimentary

Reserve your seat:
https://hubs.la/Q04xzCl10



Please see important disclosure information at https://hubs.la/Q04xzClC0.

A meaningful legacy is built on more than legal documents.While trusts, wills, and estate plans are important, they repr...
08/31/2026

A meaningful legacy is built on more than legal documents.

While trusts, wills, and estate plans are important, they represent just one part of a much bigger picture.

A strong family legacy is built on four essential pillars:

• Wealth Autonomy: Understanding what you're building and why.
• Family Communication: Having conversations before they're urgent.
• Next-Generation Education: Developing financial judgment over time, not overnight.
• Stewardship & Impact: Defining how your wealth can create opportunities for your family and the causes that matter to you.

When these pillars work together, a legacy becomes more than a transfer of assets. It becomes a transfer of purpose, confidence, and values.

Which of these pillars do you think families tend to overlook the most?



Please see important disclosure information at https://hubs.la/Q04v3LPD0

A meaningful legacy is built on more than legal documents.While trusts, wills, and estate plans are important, they repr...
08/28/2026

A meaningful legacy is built on more than legal documents.

While trusts, wills, and estate plans are important, they represent just one part of a much bigger picture.

A strong family legacy is built on four essential pillars:

• Wealth Autonomy: Understanding what you're building and why.
• Family Communication: Having conversations before they're urgent.
• Next-Generation Education: Developing financial judgment over time, not overnight.
• Stewardship & Impact: Defining how your wealth can create opportunities for your family and the causes that matter to you.

When these pillars work together, a legacy becomes more than a transfer of assets. It becomes a transfer of purpose, confidence, and values.

Which of these pillars do you think families tend to overlook the most?



Please see important disclosure information at https://hubs.la/Q04v4tVQ0

When people think about legacy, they often think about what they'll leave behind.But the most meaningful legacies can't ...
08/26/2026

When people think about legacy, they often think about what they'll leave behind.

But the most meaningful legacies can't be measured by dollars alone.

They live in the values we model, the confidence we build in the next generation, the opportunities we create, and the purpose that guides every financial decision.

Assets can be transferred with the signing of a document.

Wisdom, perspective, and financial judgment are passed down over years of conversations, experiences, and intentional planning.

A lasting legacy isn't just about preserving wealth.

It's about preparing the people who will one day steward it.



Please see important disclosure information at https://hubs.la/Q04v46Xc0

08/24/2026

When people think about legacy, they often think about what they'll leave behind.

But the most meaningful legacies can't be measured by dollars alone.

They live in the values we model, the confidence we build in the next generation, the opportunities we create, and the purpose that guides every financial decision.

Assets can be transferred with the signing of a document.

Wisdom, perspective, and financial judgment are passed down over years of conversations, experiences, and intentional planning.

A lasting legacy isn't just about preserving wealth.

It's about preparing the people who will one day steward it.



Please see important disclosure information at https://hubs.la/Q04v3NCH0

A legacy plan isn't complete when the documents are signed.It's complete when the people behind those documents are prep...
08/18/2026

A legacy plan isn't complete when the documents are signed.

It's complete when the people behind those documents are prepared to carry them forward.

Financial judgment isn't inherited overnight. It develops through conversations, experiences, and opportunities to build confidence over time.
Preparing the next generation means helping them understand not only what they've been given, but also the values, purpose, and responsibility that come with it.

The strongest legacy plans prepare heirs with the same care they prepare the estate.

Because true legacy is measured by what your wealth makes possible long after you're gone.



Please see important disclosure information at https://hubs.la/Q04tmKpX0

08/13/2026

Estate planning is about more than deciding where your assets will go.

It's an opportunity to define what your wealth stands for and how it can continue to reflect your values for generations to come.

Before updating legal documents, take time to consider the conversations behind the plan.

What do you hope your wealth will make possible?

What values do you want your family to carry forward?

Have you prepared the next generation to understand not just what they're receiving, but why it matters?

The strongest legacy plans begin with purpose, grow through communication, and prepare future generations with intention.

Because a well-designed estate plan protects your assets. A thoughtful legacy plan prepares your family.



Please see important disclosure information at https://hubs.la/Q04sdDzt0

Legacy planning often starts in the wrong place.Many people begin by asking, "Should I create a trust?" or "What type of...
08/11/2026

Legacy planning often starts in the wrong place.

Many people begin by asking, "Should I create a trust?" or "What type of entity do I need?"

Those are important questions, but they're not the first ones.

The strongest legacy plans begin with purpose.

What do you want your wealth to accomplish?

What values do you hope to pass on?

What opportunities do you want to create for the people and causes you care about?

Once those answers are clear, the legal structures become tools that support your vision, not the vision itself.

Purpose first. Strategy second. Structure last.

That's how meaningful legacies are built.



Please see important disclosure information at https://hubs.la/Q04sdD2H0

08/08/2026

The most valuable financial lessons are rarely taught in a classroom.

They're learned at home.

Children notice how money is discussed, how decisions are made, how generosity is modeled, and how challenges are handled. Long before they inherit wealth, they're forming the mindset they'll carry into adulthood.

That's why meaningful legacy planning extends beyond estate documents. It includes preparing the next generation with the confidence, judgment, and values they'll need to steward what they've been entrusted with.

Because the greatest inheritance isn't just what you leave behind.

It's the wisdom you pass along every step of the way.



Please see important disclosure information at https://hubs.la/Q04sdHMz0

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