The Critical Connection Between Health & Wealth Planning

Hosted by GW & Wade

Today, women are living longer than ever before1. This increased longevity has placed more emphasis on the need to take better care of ourselves, and requires greater awareness to sustain lifestyles throughout retirement. 

Join us at GW & Wade’s Women & Wealth event. Learn how to improve your health and live your best life by eating right, with a focus on making small, steady changes over the long term. 

Disease-Fighting Foods

With humor and compassion, nutritionist Lyn Schwartz will discuss how particular foods can help to protect your memory, eyes, skin and digestive system. You’ll also learn what foods help to combat stress and alleviate menopause symptoms, pollutants and free radicals, helping you to sustain your health and combat slow-growing cancers. 

Health Remedies Through Colors & Shapes of Food

Schwartz will also discuss the different colors and shapes of food, and explain how each can help lessen common ailments with disease-fighting properties. 

Connection Between Health & Wealth

Financial counselor and CERTIFIED FINANCIAL PLANNER™ professional Kelli A. Adams will discuss key connections between your health and wealth, and how the two work in tandem in building financially-sustaining retirement portfolios. 

According to Adams, studies show a high correlation between financial and physical health. The act of effective planning underscores both healthy nutritional and financial plans. Yet, every woman is different, each having a different body type and lifestyle needs.  Adams will discuss how to approach these differences in order to maximize your long-term personal goals, including approaches to improve discipline and goal setting and other methods to lower health care costs through healthy living. 

Join Us

Attend our Women & Wealth event and you will leave feeling more empowered to live a healthier, happier and more prosperous life. 

Complimentary beer, wine and heart-healthy hors d’oeuvres provided. Your friends and associates are welcome. 

Wednesday, November 8, 2017
5:30 – 7:00 pm 

GW & Wade Office Building - First Floor
93 Worcester St
Wellesley, MA 02481 

About the Speakers 

Lyn Schwartz, MS, RD
Nutritionist/Registered Dietitian 

lyn schwartz.jpgGuest speaker Lyn Schwartz is a registered dietitian, nutrition consultant and instructor for the University of Massachusetts Dartmouth’s Human Nutrition program. Schwartz spends her days providing nutrition counseling, leading nutrition and weight loss classes, as well as providing nutrition consulting for health organizations, athletic clubs, universities and private clients. She has also been a frequent contributor to New England Cable News. Schwartz holds an M.S. in Health & Fitness Management from Northeastern University and a B.S. in Nutritional Sciences from Cornell University. 

Kelli A. Adams, CFP®, EA
GW & Wade Financial Counselor 

KelliAdams EDITED 2017 VERSION.jpg

Kelli A. Adams holds a B.S. from the University of New Hampshire and is a CERTIFIED FINANCIAL PLANNER™ professional. She specializes in providing tax, investment and retirement advice to executives and young professionals. Adams is a three-year recipient of Boston Magazine’s FIVE STAR Wealth Manager Award, including years 2017, 2016 and 2015.  Adams’ primary goal is to help her clients build strong financial futures by guiding them through budgeting, planning and investing, and ultimately helping them to experience a strong sense of financial well-being. 

Event Contact: Laurie Wexler Gerber 


1 http://abcnews.go.com/Health/story?id=118056&page=1 AND https://www.weforum.org/agenda/2017/03/why-do-women-live-longer-than-men

GW & Wade is pleased to host this event for educational purposes only. The inclusion of any individual or firm in our event does not imply its endorsement, approval, or recommendation by GW & Wade.

Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GW & Wade is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of GW & Wade or its Counselors by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized firm on the employee’s behalf. Rankings are generally limited to participating advisors. 

Ms. Adams is a three-year recipient of Boston Magazine’s FIVE STAR Wealth Manager Award.  Award candidates who have satisfied certain criteria are eligible to be named FIVE STAR Wealth Managers.  Wealth managers do not pay a fee to be considered or awarded.  Self-nominations are not accepted.  For more information concerning eligibility criteria for the award, please visit https://www.fivestarprofessional.com/wmdisclosures/BOSWM17