Take Control of Your Financial Future: Strategies for Women in Transition

Event Details

Women have different financial needs. It’s not just about money, or the children, or the house, or the furniture — it’s about how everything comes together in the larger picture. If you're looking for holistic guidance in striving toward a specific lifestyle or goal, join Stacy Thomson and John Nelson of Stifel E3 Wealth Management Group at The Westport Library, where they will discuss the financial needs of women during life transitions.

Topics of discussion will include:

• Will I outlive my money?
• What is an estate plan, and do I need one?
• How will I pay for care for me or my spouse?

This workshop will provide:

• A safe space to ask questions and share experiences
• The right questions to ask to prioritize your needs
• Holistic guidance for women on managing their wealth during times of change

Why You Should Come

Life transitions — including career changes, divorce, caregiving, or retirement — often bring unique financial challenges for women. This event offers an empowering opportunity to gain clarity, ask questions in a supportive environment, and learn practical strategies for protecting and growing your wealth. With expert professional guidance, participants will walk away with tools to make informed decisions, build confidence, and take control of their financial future.

About the Speakers

John Nelson began his investment industry career in 2006 and has been the managing partner of a team that offers nearly 70 years of combined experience, assisting families in Fairfield County and the New York City Metro area pursue their financial goals.  Most recently, he was Financial Advisor and Westport Branch Manager at Ameriprise Financial.  Prior to forming E3 Wealth Advisory Group at Stifel, John served for 20 years as a pilot and intelligence officer in the U.S. Marine Corps and 10 years as a United Airlines Boeing 767 pilot.

Nelson’s leadership and organizational skills are reflected in the group, facilitating efficient, long-term, and mutually respected relationships with his clients.  His mission is to simplify clients’ financial lives – with a premium on the human connection.  Each client situation is unique, and it’s vital to provide a level of service that each client feels they deserve. Nelson holds the Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.

Stacy Thomson began her investment industry career in 2020. Prior to joining Stifel, Thomson spent 20 years in leadership at marketing and advertising agencies, working with global clients like Nestle, Unilever, and Allergan. Before Thomson became a Financial Advisor, she conducted focus groups and gathered insights about what their clients need. She discovered that many people, including herself, didn’t know what they should expect from their financial advisor. She learned it’s not about buying and selling stocks – it’s about forming a strategic relationship with clients with a keen eye toward their financial goals. Thomson believes the great ones hold your hand through uncertainty and life events, consider your entire financial life, and work with you to make smart, unemotional decisions.

Thomson’s goal is to provide top-tier client experience and guidance to her clients. She made both a life and career-changing decision to take her skills and apply them to helping people understand what they should expect from a financial advisor and delivering that experience. She holds Series 7, 24, and 66 securities licenses, including life and health insurance licenses.

Personal Finance
Investing 101
Retirement