Women in Business Luncheon - Support Yourself

Support Yourself: Finding Confidence in Financial Independence

Financial confidence isn’t just about numbers — it’s about clarity, preparation, and the ability to make decisions that support the life you want to build. In every season of life, women face unique financial realities shaped by career changes, caregiving responsibilities, entrepreneurship, marriage or divorce, and long-term planning for themselves and their families.

Join us for an honest and empowering panel conversation designed to demystify financial independence and help women feel more informed, capable, and confident in their financial journeys. Experts in financial planning, estate planning, and related fields will share practical insights on budgeting and investing, retirement readiness, tax and legal considerations, and how to navigate major life transitions with intention rather than fear.

This conversation will move beyond jargon and judgment — creating space for real questions, real experiences, and actionable guidance. Whether you’re just getting started, rebuilding, or planning your next chapter, this luncheon will equip you with the knowledge and perspective to support yourself with confidence.

Meet the Panel!

Alexis Pennypacker
Financial Advisor, Edward Jones

Alexis Pennypacker, CFP®, is a Financial Advisor at Edward Jones, serving clients from her Westerville, OH office. She works with individuals and families to bring clarity and organization to their financial lives, especially during times of transition. Whether navigating marriage, divorce, career changes, the loss of a loved one or welcoming a new child, Alexis provides steady guidance and a thoughtful, education‑driven approach that helps people move forward with confidence. She specializes in simplifying complex decisions and crafting strategies that reflect each client’s goals and values.
 
Alexis is especially passionate about helping women feel informed, empowered, and in control of their financial futures. Her philosophy centers on listening first, providing clear and accessible direction, and creating strategies rooted in each person’s real priorities.
 
Throughout her career, Alexis has remained active in the community through service and education. She has been a member of the Westerville Chamber and the Women in Business Committee since 2022. She has also delivered financial education seminars for multiple organizations, including the Association of Staff and Faculty Women at The Ohio State University and Operation Second Chance for Women Veterans of the United States.
 
Alexis holds a Bachelor of Business Administration in Finance from Ohio University and her CERTIFIED FINANCIAL PLANNER® designation, along with her SIE, Series 7, Series 66, and Insurance licenses.

Amanda Plautz - Bio & Photo Coming Soon!
Associate Attorney, Metz Bailey & McLaughlin