10/06/2026
Money impacts nearly every part of our lives, yet so many of us hesitate to ask the questions that matter most. Thank you to everyone who joined us for an honest conversation about building long-term financial confidence through our ATHENA WIN Professional Growth and Development Series!
Thank you to our panelists, Susan Gisholt of Delta Dental of Michigan, Katrina Hofstetter of Cornerstone Legal; and Stephanie Collier, CFP, CLU, CLTC, of Northwestern Mutual, along with our moderator, Shelley Davis Boyd, MBA, CAE, CEC, of Essdee & Co.
Here are a few takeaways worth saving:
• Know where your money is going. Compare your intended budget to your reality budget, then stick with it.
• Time in the market beats timing the market. Investing can be emotional, so focus on the long game.
• Don't overlook your employee benefits. They're part of your total value. Ask what you need and why.
• Life changes, and your budget, portfolio mix, and investments should always be reviewed.
The biggest lesson? Building financial wellness starts with small, consistent habits.