Women's Trends Summit · Wealth Edition · June 2027 · Dallas, TX
The wealth transferred.
Did your strategy?
$124 trillion is changing hands, and women receive most of it. One morning, 200 seats, and one theme: Wealth. The Women's Trends Summit is a Dallas women in wealth event for the people who market, advise, and sell to the woman who now holds the money.
$124T
in wealth changing hands through 2048
Cerulli Associates
95%+
of spousal transfers go to women
Cerulli Associates
70%
of women leave their financial institution within a year of a spouse's death
McKinsey
4%
of women feel completely understood by brands
The Collective
Why this exists
The money moved. The marketing didn't.
The largest transfer of wealth in history is landing in women's hands, and almost nobody who sells to her is ready.
The money goes to her first.
Cerulli Associates projects $124 trillion changes hands in the U.S. through 2048. Before most of it reaches the kids, $54 trillion passes between spouses, and more than 95% of that goes to women. Cerulli puts $40 trillion in the hands of widowed Baby Boomer and older women alone, plus another $47 trillion flowing to women in younger generations.
Biology writes the will.
American women outlive men by 5.3 years, according to the CDC (81.1 years versus 75.8). That gap is why the money stops with her, often for years, before it moves again. She isn't a pass-through. She's the decision-maker.
She already controls more than you think.
McKinsey finds women control more than $10 trillion, about a third of U.S. household financial assets, and expects them to control much of the $30 trillion Boomers hold by 2030. The number of married women making financial and investment decisions is up 30% in five years.
And she's walking out.
70% of women move their money to a new financial institution within a year of a spouse's death (McKinsey). Only 4% of women feel completely understood by brands, and 49% say brands don't understand them at all, according to The Collective's study of 8,700 women in ten countries. That isn't a messaging gap. It's a revenue leak with a pulse.
Every industry has a strategy for the wealth transfer. Almost none have a strategy for her. That's why this room exists.
Why 2027
Why now? Because 2027 is the last year you can call this "early."
1
Peak 65 ends in 2027.
More than 4.1 million Americans turn 65 every year through 2027, the largest surge in U.S. history, according to the Alliance for Lifetime Income. When a generation retires, it starts moving money: estates, trusts, homes, and businesses change hands. 2027 closes the peak. The money is already in motion.
2
The first wave lands with her.
The spousal transfer happens before the generational one. That means the next few years belong to women in their 60s, 70s, and 80s who suddenly decide where trillions go. Brands that wait for the "millennial inheritance" miss the woman who controls it first.
3
Loyalty resets at the moment of transfer.
A death, a divorce, or an inheritance is when a woman re-evaluates every relationship she pays for. Seven in ten leave their financial institution within a year (McKinsey). Every brand gets a reset moment. Most don't know it happened until the account closes.
4
2028 budgets get built in 2027.
The strategies that win the next decade get funded next year. Bring this intelligence to your 2028 planning cycle, or explain to your board why a competitor did.
In 2027 this is an advantage. By 2029 it's a case study about who missed it.
The program
9 AM to 1 PM. Three conversations, and an hour built for the ones that happen between them.
9:00 AM
Arrival and Opening Networking
Check in and meet the room before the room gets loud.
45 min
9:45 AM
Opening Keynote
Speaker to be announced. The state of the newly wealthy woman consumer and what brands keep getting wrong.
30 min
10:15 AM
The Wealth Panel: Old Money, New Hands
Leaders across finance, marketing, and media debate who controls the money now and what she expects in return. The centerpiece of the morning.
75 min
11:30 AM
Partner Spotlight
Stage time for our premier partner.
15 min
11:45 AM
ALL SALES FINAL, Live Taping
Shampaigne Graves records a live episode of her podcast with the room as part of the conversation. Your question might make the final cut.
45 min
12:30 PM
Closing Networking
The deals, intros, and follow-ups that make the morning pay for itself.
30 min
Speakers and panelists announce in waves. Applicants hear first.
Who's in the room
Built for the people who can't afford to get this wrong.
Every seat is earned. The room works because everyone in it has skin in the game.
CMOs and brand strategists
You get the intelligence to justify a strategy shift before your competitors notice they need one.
Consumer-facing CEOs
The wealth transfer is a board-level conversation. Have it in the room, not in the post-mortem.
Wealth managers and financial executives
Seven in ten widowed clients leave. Hear why before your book does.
Journalists and editors
Women's money is the most under-reported business story in media. Here's your next one.
Researchers and analysts
Peer conversation with the rigor and the room to say the quiet part out loud.
Founders
A language and a method for what you already sense about your customer.
This room isn't for you if: you're looking for personal budgeting tips, a vendor pitch-fest, or another panel that agrees women matter and then changes nothing.
What you leave with
Four hours. Here's what you carry out the door.
1
A sharper read on her.
How grief, caution, and responsibility shape what newly wealthy women buy, and why your current segments miss it.
2
Language for your leadership.
The data and the framing to put this on your 2028 plan without sounding like a trend report.
3
A room of peers.
200 people working on the same problem from finance, marketing, media, and research. Two networking blocks give you time to actually meet them.
4
A seat in the episode.
The live ALL SALES FINAL taping publishes as a podcast episode, recorded with you in the room.
Admission
200 seats. $199. By application only.
We don't sell this room to the highest bidder, and we don't fill it with whoever clicks first. We curate it. $199 keeps the price from being the reason you stay home. The application keeps the room worth showing up for.
1
Apply
Share your role, your organization, and the question about women and wealth that keeps you up at night. It takes about five minutes.
2
Get reviewed
Our team reads every application. Admission is based on fit, not fame.
3
Claim your seat
Admitted applicants receive an invitation to complete their $199 registration.
Venue to be announced. Applicants are the first to know.
Make the case to your boss
Need sign-off? Here's your email.
Copy it, paste it, hit send.
I'd like to attend the Women's Trends Summit in Dallas this June. It's a 200-person, application-only morning on how the $124 trillion wealth transfer changes who buys from us. Cerulli projects more than 95% of spousal transfers go to women, and McKinsey finds 70% of women switch financial institutions within a year of a spouse's death. Admission is $199. I'll bring back a summary for our 2028 planning.
Sponsor the Summit
One partnership. Two rooms where women's money gets decided.
Sponsorship covers two 2027 convenings: the Women's Trends Summit in June and the BOLDIFI® Open House Festival in September. One reaches the people who market and sell to women with wealth. The other reaches the women building the businesses they buy from.
| Women's Trends Summit | BOLDIFI® Open House Festival | |
|---|---|---|
| When | June 2027 | September 2027 |
| Who's there | 200 curated decision-makers: CMOs, consumer-facing CEOs, wealth executives, media, researchers | Female founders, creators, and leaders in women's entrepreneurship |
| Why it matters | The people who decide how brands reach the newly wealthy woman | The women turning that wealth into businesses, jobs, and buying power |
What every sponsor receives:
The 2027–2028 Research Forecast Report.
Early access to our forecast on women's consumer behavior, built on the WCR4™ Method (Women's Consumer Research 4 Step Method).
ALL SALES FINAL podcast mention.
Your brand named on the show.
LinkedIn promotion.
Featured across Summit and founder channels.
Website promotion.
Your logo and link on the Summit page.
Press release inclusion.
Named in official announcements.
Logo on event signage.
On site at both events.
Premier partners also receive: the 15-minute Partner Spotlight on the Summit stage, in front of all 200 attendees.
Most sponsorships buy a logo. This one buys a seat at the table where the next decade of women's spending gets decided, twice.
Produced by
Produced by Shampaigne Graves.
Shampaigne Graves is a Women's Consumer Expert, media commentator, and the creator of the WCR4™ Method (Women's Consumer Research 4 Step Method). She founded BOLDIFI® and Women's Research Solutions and hosts the ALL SALES FINAL podcast. Her commentary appears in Newsweek, Money, The Observer, Scripps News, CNBC, and more.
She builds the Summit for one reason: the industry keeps treating women's spending as a niche, and the data keeps saying it's the market.
FAQ
Questions, answered.
The money already moved. Will you?
The brands that understand the newly wealthy woman write the next decade. The ones that don't will read about it.
Sources for the numbers
- Cerulli Associates, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024: $124T through 2048; $54T in spousal transfers, 95%+ to women; $40T to widowed Boomer and older women; $47T to younger women
- CDC 2023 life expectancy: women 81.1 years, men 75.8
- McKinsey, Women as the next wave of growth in US wealth management (2020): $10T+ controlled by women; much of $30T by 2030; 70% switch within a year of a spouse's death; 30% more married women making financial decisions
- The Collective (Wasserman), The Collective Economy (2025): 4% feel completely understood by brands; 49% say brands don't understand them at all
- Alliance for Lifetime Income, Peak 65: 4.1M+ Americans turn 65 each year through 2027