Join us! Third Annual Women in Finance Forum

Featuring Bonnie Treichel
Author of Your Retirement Sketchbook

Join us for an exclusive opportunity to connect with influential women in Portland's financial industry at the Women in Finance Forum. This collaborative event, brought to you by CFA Society Portland, Portland Women in Investment Management, Women in ETFs, Women in Financial Services, and We Inspire Promote Network, aims to empower and inspire women to excel in finance. WIFF is not just for women - everyone is welcome!

Your Retirement Sketchbook —
Designing the Life You Imagine

What if retirement planning looked more like art than arithmetic?

In this interactive session, Bonnie brings her upcoming book to life on stage. She'll walk through the seven stages of the retirement lifecycle—from understanding one’s money mindset to saving, investing, retiring, living in retirement, spending wisely, and preparing for end of life.

The audience helps “draw” a live, AI-assisted Retirement Sketch, creating a visual representation of an ideal retirement journey. By the end, participants will see a fully realized, AI-generated “Retirement Lifecycle Sketch” and leave with tools to help clients design their own retirement story.

Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry. Her unique experience as an ERISA attorney and advisor helps her bring governance solutions for day-to-day issues that are an inevitable part of running a successful retirement plan. Bonnie is also a Partner at Endeavor Law, a firm dedicated to supporting the ecosystem of financial services with their retirement plan-related decisions, documentation, compliance, regulation and litigation.