Women's Wealth & Wellness

Join Us

Building wealth starts long before major financial milestones. It begins with the careers we build, the decisions we make, and the confidence we develop in managing our financial futures.

Join us for an engaging conversation with accomplished female advisors and industry specialists as they share practical insights on career growth, financial planning, and wealth stewardship. Our panelists will discuss how women can successfully navigate career transitions, overcome financial challenges, and make informed decisions during pivotal moments. 

Featured Panelists

Christine Chi - VP/ Sr. Relationship Manager at Banner Bank

With over 30 years of commercial banking experience, Christine has worked with business owners in privately held and public traded corporations for their financing needs. Type of commercial loans include business line of credit, commercial and standby letters of credit, tax-exempt bond financing, syndication, equipment and real estate financing. Christine has been at Banner Bank since 2007, after serving at Wells Fargo, HSBC Canada, Washington Mutual Bank, and Bank of America. She successfully completed the 3-year program at Pacific Coast Banking School in 2007.

Jean Jones - Managing Broker / Commercial Loan Underwriter at Triple J Properties

Jean has a BA degree in Economics from the University of California Irvine and an MBA from University of San Diego. She has over 21 years of experience in commercial real estate and banking. Jean started her career in California as a residential broker and eventually worked in commercial banking as an underwriter and later owned and managed investment properties of her own. Jean later moved to Washington state to continue her career in banking at several small and large banks which helped her grow her network of clients and referral sources.

Hanna Lee - Associate at Everbridge Law Group

Hanna brings a thoughtful, detail-oriented approach to her practice, guiding clients through complex legal processes with clarity and care. Hanna works closely with individuals, families, and fiduciaries to design personalized, tax-efficient estate plans that reflect each client’s values, goals, and family dynamics. Her planning tools include wills, trusts, powers of attorney, and health care directives. She also assists with the preparation of nonjudicial settlement agreements and gift tax returns as part of her comprehensive approach. Through her work, Hanna is committed to providing practical and compassionate counsel at every stage of life planning.

Megan Caszatt - Director, Advisory Leadership Team at Focus

Megan joined Focus Partners Wealth at the end of 2022 and brought the wisdom that comes with 17 years in the financial services industry. She loves being part of a team that embraces the tremendous responsibility of managing our clients’ financial lives. She states, “Not only does our team embrace that responsibility, but we are also passionate about seeing our clients achieve their goals and work tirelessly to help them do so. Megan is also very involved with the LGTBQ+ community and enjoys volunteering for organizations that support children in the foster care system.

Emily Hengstler - Wealth Advisor at Focus

mily believes that true financial success goes beyond the numbers—it’s about confidence, clarity, and a plan that supports the life you want to live. She takes pride in striving to help every client develop a stronger financial position after working with her and aims to provide a high level of service built on trust and open communication. Whether it’s helping individuals navigate major transitions, build long-term wealth, or align their financial decisions with their personal values, Emily is committed to creating thoughtful, effective solutions tailored to each unique situation. Furthermore, with a partner serving in the U.S. Navy, she understands the financial complexities of military life firsthand, giving her a helpful perspective on planning for those with dynamic careers and lifestyles. Wherever your life’s financial goals lead, Emily aims to help guide you every step of the way.

Panel Moderator

 Maggie Liu - Senior Wealth Advisor & Director of Asian Wealth Advisory at Focus

Maggie has more than two decades of experience in financial services, including regional leadership of bilingual teams serving high-net-worth individuals with international and cross-border wealth management needs. She develops strategies to minimize taxes, protect assets, maximize growth, and transfer wealth through a holistic approach for clients with $5 million-plus in investable assets.

Kindly confirm your attendance by September 23, 2026.

Due to limited seating, a waiting list will be created once full capacity is achieved.

This reflects the opinions of Focus, may contain forward-looking statements, and presents information that may change. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or representation as to the future. Investing involves risk, including, but not limited to, loss of principal. Services described may not be suitable for all clients.

Services are offered through Focus Partners Wealth, LLC (“Focus”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives. Focus has been part of the Focus Financial Partners partnership since 2011.

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. Please see our Privacy Notice for more information about how we collect and use your personal information.

If you are a California resident, California law provides you with additional rights. To learn more about your California privacy rights under the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”), please see our CCPA Privacy Notice.

For additional information please refer to forms ADV and CRS.