4:30 PM - 6:30 PM Central
Issue Exploration
This event is for Forum members only.
Ticket Information
Members: $30.00
Registration Begins: 4:30 pm
Program Begins: 5:00 pm
Event Concludes: 6:30 pm
Program Description
We will hear from expert panelists on navigating three transitions that we all will likely encounter. Our moderator will be Karen Maurer, who, in addition to moderating the panel, and speaking on the panel, will interject financial considerations as appropriate for each of the three areas above. The session will be very interactive with lots of participation. A resource list on the subtopics discussed will be provided at the end of the session for future reference.
Panelists
Karen Maurer, CFP
Partner & Senior Wealth Advisor
Krilogy
Helping women and families prepare for and navigate life’s financial transitions with clarity, confidence, and care.
With over 25 years of experience as a Certified Financial Planner™, I specialize in managing investments and guiding clients through life’s pivotal moments—retirement, widowhood, estate settlement, business growth, and other major transitions. While I focus on supporting women in transition, my practice is inclusive and works with individuals, families, and multi-generational wealth.
At Krilogy®, I take a holistic, long-term approach—combining expert investment management with our trusted team of tax, legal, and insurance professionals to create, implement, and monitor comprehensive, values-aligned financial plans. I believe in building lasting relationships, empowering clients to make thoughtful decisions that lead to peace of mind and financial confidence for years to come.
International Best-Selling Author | Speaker | Podcast Guest
Find me on YouTube: @KarenMaurerAtKrilogy
Proudly based in St. Louis – scuba diver, traveler, and community advocate.
Amy Powell
Founder/Owner
Business on Purpose LLC
Amy Powell is a master of transitions. She has moved from Missouri to Australia to Oregon and finally back to Missouri, with multiple career transitions every step of the way.
As an executive coach, Amy has helped more than 1,000 clients navigate through organizations between 40 and 40,000 people. She guides them through every transition in their careers, from first-time-managers to C-Suite roles, and finally to full and satisfying retirements.
She calls St Louis home, and currently works as a Women in Leadership coach with Merck Global, helping researchers, scientists, and medical professionals transition into leadership.
A passionate supporter of international women in the region, Amy has partnered with IM STL to develop a two-part program called “International Women on the Rise” that supports women who are new to the US to find jobs and thrive in their careers.
Her book Rise Like a Woman: 7 ways you can step up, stand out, and succeed at work, published by Stonebrook Publishing, is due out in September.
Nancy Morrow-Howell MSW, PhD
Co-Director, Harvey A. Friedman Center for Aging, Brown School of Social Work
Washington University in St. Louis
Nancy Morrow-Howell is an international leader in gerontology, known for her work on productive engagement of older adults. Her research contributes to knowledge about programs, policies and organizational arrangements that maximize the productive engagement of older adults while promoting positive outcomes for the individuals themselves. Her research documents outcomes for individual, families, and communities associated with work, volunteering, and caregiving by older adults. Her interests include the development of the Next Move initiative, now a part of WashU for Life, where older adults are facilitated in transitions to new roles in employment, volunteering or education.
At the Brown School, Morrow-Howell teaches gerontology courses. She also teaches a freshman course on aging, aimed at increasing young people’s understanding about long life and the need for social transformation. As director of the university’s Harvey A. Friedman Center for Aging, she promotes gerontological research and education across disciplines and schools.
She has received Washington University Distinguished Faculty Award and the Brown School’s Outstanding Faculty Award. In 2008 and 2011, she was given the Outstanding Faculty Mentor Award by Washington University. She was the recipient of the 2011 Career Achievement Award from the Association for Gerontology Education in Social Work and of the 2013 Distinguished Career Achievement Award from the Society for Social Work and Research.
Registration will close on one week prior to the event. Refunds are available to your prepay balance or original payment method prior the close of registration. Once registration has closed, we have submitted our expected attendance count to the venue and/or caterers. Please note that we may opt to extend registration for circumstantial reasons. The date above will continue to be the last date that a refund will be available. For more information, please contact admin@stlforum.org.
Cushman & Wakefield
575 Maryville Centre Dr
6th Floor
St. Louis, MO 63141
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| 9/11/2025 |    |