Financial planning is not one-size-fits-all—especially for women navigating evolving responsibilities, priorities, and life stages. Join us for an insightful webinar designed to empower women with practical strategies for building and maintaining financial confidence.
Presented by Nicole Ugalde, this session will explore how to plan effectively through different phases of life, develop a healthy money mindset, and stay focused on long-term financial goals—even while balancing competing demands.
Nicole Ugalde, C(k)P®, CPFA, is a defined contribution consultant with MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). In this role, she is responsible for promoting the firm’s DC capabilities to help financial advisors prospect retirement plans and maintain existing plans through participant education and benchmarking. She also provides thought leadership to advisors so they can stay abreast of industry trends. Nicole joined MFS in 2012 as an internal wholesaler and then became a regional sales representative. She was named to her current role in 2022. She has worked in the financial services industry since 2000. Nicole earned a Bachelor of Science degree in family financial management from the Ohio State University. She holds Series 4, 7, 24, 53 and 66 licenses from the Financial Industry Regulatory Authority (FINRA). She is also a Certified 401(k) Professional (C(k)P®) in good standing with the Retirement Advisor University (TRAU) in collaboration with UCLA Anderson School of Management Executive Education. She is co‐chair of WIPN Arizona.
Topics will include:
- Planning through various life stages and managing competing financial priorities
- Understanding the unique challenges and pressures women face today
- Practical tips for balancing responsibilities such as childcare, caregiving, and debt while continuing to save for the future
Whether you’re early in your career, managing a growing family, or planning for retirement, this session will provide actionable insights to help you stay on track.
Hosted by Kelly Tyriver, this webinar is part of M3’s ongoing commitment to delivering timely, relevant guidance to support your financial wellbeing.