2025 Leadership Breakfast Preview: Looking Toward the Great Wealth Transfer
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Women, Wealth & Power: Key Insights from Our LinkedIn Live
This month, The Forum of Executive Women hosted a LinkedIn Live conversation exploring the Great Wealth Transfer—a seismic shift that is placing unprecedented financial power in the hands of women. Forum President and CEO Meghan Pierce opened the discussion by highlighting the demographic, economic, and social trends accelerating this transformation, with trillions of dollars expected to change hands globally in the coming decades.
Our featured speaker, Deepti Nagapuli, Vice President of Behavioral Science at JP Morgan Chase, brought a unique perspective on the psychological dimensions of wealth. For many women, Nagapuli explained, money represents more than numbers on a balance sheet. It's about safety, security, opportunity, and the ability to shape not just their own lives, but those of their families and communities.As women gain greater control over wealth, the positive impact will extend far beyond individual households.
Key Themes:
- The Psychology of Wealth - Nagapuli described how women often view wealth as a tool for creating safety and opportunity for themselves and those around them. This mindset positions women to be powerful stewards of the coming wealth transfer.
- Closing the Intention-Action Gap - Despite good intentions, life's demands can derail even the best financial plans. Nagapuli encouraged women to focus on small, actionable steps. These could include: reclaiming time, investing in themselves, or supporting causes they care about.
- Societal and Individual Change - As women's financial influence grows, both individual and societal shifts are expected. Nagapuli predicted that women will increasingly reclaim their time and mental space while encountering resistance to change. She urged women to remain optimistic and persistent, noting that momentum for progress is already building.
- Philanthropy, Political Giving, and Entrepreneurship - The conversation explored how women's growing wealth will impact philanthropy, political engagement, and entrepreneurship—especially at the local level. Both speakers encouraged women to think about how their dollars can drive change in their communities, support women entrepreneurs, and influence policy.
- The Power of Community - Pierce and Nagapuli underscored the importance of community and mentorship.
The upcoming Leadership Breakfast will bring together multiple generations of women and allies to share insights, build connections, and model new ways of thinking about money and power.
Join Us at the 2025 Leadership Breakfast On October 24 in Center City, Philadelphia, we'll dive deeper into these themes with a diverse panel of experts. We encourage attendees to reflect on what wealth means to them, set actionable intentions, and leverage the power of community to create a safer, more equitable world for women. As Nagapuli concluded, the work is just beginning and together, we can shape a future where financial empowerment leads to lasting change in the Greater Philadelphia region and beyond.
