Cary Carbonaro

Women, the Workplace & Money

How compensation, confidence, and career decisions shape women’s long-term financial security.

This session helps organizations understand how workplace structures — pay practices, benefits, flexibility, and career paths — directly impact women’s financial outcomes and engagement. Attendees gain insight into how employers can better support women through key career and life stages, strengthening retention, performance, and long-term well-being.

Ideal for: HR leaders, DEI initiatives, women’s ERGs, leadership development programs

Financially Fearless: Empowering Women to Take Charge of Their Finances

Why financial confidence — not income — is the key to women making better decisions at work and at home.

This talk equips women with practical tools to build financial confidence, reduce stress, and make informed decisions that support both career performance and personal well-being. Organizations benefit from more engaged, confident employees who feel supported during financial and life transitions.

Ideal for: Employee wellness programs, ERGs, leadership forums, professional development days

Leading with EQ: How Empathy and Emotional Intelligence are Winning with Women Investors.

Empathy isn’t a “soft skill”, it’s a growth strategy. Advisors who lead with emotional intelligence (EQ) consistently deepen client relationships and expand their practices. In this session, Cary Carbonaro, CFP®, explores how to use empathy to better serve women investors, particularly during life transitions like divorce or widowhood. You’ll learn communication techniques that convey understanding and stability during your clients’ most challenging times.

This isn’t about emotions over logic; it’s about blending both to deliver exceptional, human-centered financial advice.

Learning Objectives:

• Define emotional intelligence and understand its role in building trust and retention.
• Learn how to communicate effectively during emotionally charged or life-changing events.
• Apply best practices for serving women through divorce and widowhood.
• Strengthen client loyalty through empathy-driven advice and education.

Everything You Ever Wanted to Know About Money (But Were Afraid to Ask)

A clear, judgment-free conversation about money that finally makes financial topics feel accessible — not intimidating.

This session demystifies personal finance in a way that is inclusive, practical, and easy to understand. Employees leave with greater clarity, confidence, and the ability to engage more fully in financial decision-making — reducing anxiety and improving overall workplace focus.

Ideal for: Financial wellness initiatives, benefits education, onboarding, women’s networks

The $30 Trillion Opportunity: Why Women Investors Are the Future of Wealth

Women’s wealth is rising at unprecedented rates. Cary breaks down what this means for an advisor’s business and how to position their practice to serve this influential, loyal, and often underserved segment. She also provides guidelines on how to attract this sought-after group and best serve them once they become a client.

Learning Objectives:

• Recognize demographic shifts and opportunity areas
• Learn engagement strategies that attract and retain women clients
• Integrate inclusive communication into your advisory process

Compel, Don’t Sell: The Power of Connection in Attracting Women as Clients

Women investors don’t want to be sold; they want to be understood. Cary Carbonaro, CFP®, reveals how to replace persuasion with partnership and how curiosity, collaboration, and active listening can transform your conversations and client outcomes. Learn how to build trust faster, avoid common communication pitfalls, and create client relationships rooted in confidence and connection.

This session empowers advisors to turn “sales” conversations into meaningful dialogues that inspire action and build loyalty for years to come.

Learning Objectives:

• Understand what “compel, don’t sell” means in practical, day-to-day client interactions.
• Learn the key trust-building differences in how women and men approach financial decisions.
• Recognize common turnoffs in advisor communication and how to avoid them.
• Develop a repeatable framework for connecting with women clients in a natural, authentic way.