Proxy Advisory Group is proud to announce that Cat Lambertini, CRPS®, C(k)P®, CPFA®, Senior Financial Advisor and Director of Small Business Solutions, will be a featured guest speaker at the 10th Annual Women’s Wealth Symposium in Dallas.
This one-day nonprofit event is dedicated to helping women build confidence, clarity, and competence around money, wealth, and legacy. Open to both members and non-members, the Symposium brings together leaders, experts, and purpose-driven women for meaningful conversations about financial empowerment and generational impact.
About the Event
Saturday, March 7, 2026
Highland Dallas, Curio Collection by Hilton
5300 East Mockingbird Lane
Dallas, TX 75206
The Women’s Wealth Symposium is a 501(c)(3) nonprofit event focused on financial literacy, confidence, and generational wealth for women.
Through expert-led sessions, panels, and conversations, attendees will gain practical tools to grow, protect, and steward their wealth so they can create impact for themselves, their families, and their communities.
What You Will Experience
Key financial principles to help grow, protect, and sustain wealth
Insights from experienced leaders, experts, and practitioners
Community with purpose-driven women committed to financial empowerment
Celebration of women leaders through the Purple Diamond Award
What Cat Lambertini Will Be Sharing
As Director of Small Business Solutions at Proxy Advisory Group, Cat works directly with business owners navigating complex financial decisions. At the Symposium, she will speak on:
What small business owners should be considering when thinking about their business’s financial strategy.
Her session will focus on practical considerations such as:
Aligning business structure with long-term financial goals
Evaluating retirement plan options for owners and employees
Managing cash flow with both growth and protection in mind
Understanding risk, capital, and succession planning considerations
Integrating personal and business financial strategies
Cat’s approach is process-driven and education-focused, helping business owners think clearly about both opportunity and responsibility as they scale.
Why This Matters
Many women business owners are building more than revenue. They are building families, legacies, and community impact. Clear financial strategy is not just about profitability. It is about sustainability, protection, and long-term stewardship.
The Women’s Wealth Symposium provides an environment where those conversations can happen openly and constructively.
Join Us in Dallas
We invite you to join Cat Lambertini and an inspiring community of women leaders on Saturday, March 7, 2026, at the Highland Dallas.
To learn more about the Women’s Wealth Symposium, visit wssocal.org.
Proxy Advisory Group is honored to support events that advance financial literacy and empower women to lead with clarity and confidence.