It's Time to Talk: Money Conversations We Should Be Having

It's Time to Talk: Money Conversations We Should Be Having
A Fireside Chat with Sheila Schroeder

Wednesday, August 26
4:00 pm – 5:00 pm (Pacific)

Join IWF NorCal member Martha Delgado, CFA, for an intimate fireside chat with Sheila Schroeder - a finance veteran, Head of Business Development for the West Coast at Wealthspire Advisors, and author of It's Time to Talk: A Woman's Guide to Navigating Money Conversations. Money remains one of the last subjects many accomplished women find hard to discuss - with partners, children, and aging parents. In a candid, practical conversation, Sheila and Martha will explore the money conversations we should be having: the breadwinner dynamic and differing "money stories" within a marriage, approaching blended-family and divorce finances, raising grounded children amid wealth, and talking with adult kids and aging parents. Expect real stories, usable scripts, and plenty of time for your questions - come ready to leave a little braver about talking money.

Attendees are encouraged to read at least one chapter of Sheila's book It's Time to Talk: A Woman's Guide to Navigating Money Conversations beforehand. A digital version of the book as well as “free” summary is available here. 

Date: Wednesday, August 26th

Time: 4:00 pm - 5:00 pm (Pacific)

Location: via Zoom (Zoom details will be provided in the Event Registration confirmation email).

Cost: Free but registration is required. Open to all IWF Members and IWF Fellows.

Speaker Bio: Sheila Schroeder is the author of It's Time to Talk: A Woman's Guide to Navigating Money Conversations (Wiley, 2025), a practical, step-by-step guide that helps women build confidence in financial management and navigate the money conversations that shape careers, relationships, and long-term security. Drawing on decades of experience in finance, she pairs clear guidance and suggested scripts with real-life stories to help women move past stigma and speak about money with clarity and confidence.

Alongside her writing, Sheila is a Business Development Consultant and Head of Business Development for the West Coast at Wealthspire Advisors, where she connects clients with the firm's expertise to build thoughtful, values-aligned financial strategies. She brings more than 25 years of financial services experience and regularly leads financial literacy workshops and speaks on financial empowerment.