A 4-Part Series for Women Who Are Ready to Understand Their Money and Own Their Plan 

She's Got Plans: Real Talk About Women, Wealth & What Matters Most 

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You've built success in your career, your family, and your life - but when it comes to your finances, there's a lingering feeling:

 

“I should know more about managing my money and
planning for the future by now.”

 

In this honest and action-oriented 4-part lunch 'n learn series, we’re cutting through the overwhelm and demystifying the essentials of financial planning - without the jargon, and without the shame.  

This isn't a workshop - it's a conversation.

Who Is This For?

This series is for women who’ve built success on the outside - but feel like they’re missing something on the inside. Women who are strong, smart, and accomplished, but still feel a little behind when it comes to their finances. Women who’ve quietly carried the stress, the shame, or the confusion about money… and are finally ready to change that.

You might be:

  • Managing your money solo for the first time in years
  • Starting over after a major life shift like divorce or career change
  • Feeling embarrassed that you “should know more by now”
  • Tired of avoiding the hard questions - and ready to understand what’s really going on

If any of this sounds familiar, you’re not alone - and you’re in the right place.

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What We'll Cover

Lunch 'n Learn Session #1

Thursday, October 2nd
12:10pm to 12:50pm
Live Stream Chat on Facebook and LinkedIn

Topic: Where do I even start?

Get Grounded in Your Financial Picture - Without Shame, Spreadsheets, or Overwhelm.

“Years ago, I handed over the finances in my marriage to someone I trusted. Two years later, everything fell apart. I lost it all—and had no idea where I stood financially. That was the moment I realized how much I’d handed over… and how much I needed to take back. ~ Julie”

In this first session, we’ll have a real, honest conversation about what it feels like to be completely in the dark about your money—and how to start finding your footing again.

We’re not handing out worksheets or teaching budgeting strategies. Instead, I’ll share what it looked like for me to wake up financially, and the small, meaningful steps I took to begin understanding where I stood—without shame or overwhelm.

Whether you’ve never looked at a budget, haven’t checked your accounts in months, or just feel disconnected from your finances… you’re in the right place.

Lunch 'n Learn Session #2

 Thursday, October 9th
12:10pm to 12:50pm
Live Stream Chat on Facebook and LinkedIn

Investing Without the Intimidation

What Every Woman Deserves to Know About Growing Her Money

“After rebuilding the basics of my financial life, I realized I had no idea how to make my money work for me. The word ‘investing’ felt intimidating and out of reach - like something other people did. Smart people. Wealthy people. Not women like me, who were starting over. ~ Julie”

In this conversation, we’ll unpack the emotional weight so many women carry around investing - whether it’s fear of doing it wrong, shame for not starting sooner, or just confusion about where to begin.

You won’t walk away with a portfolio plan or a crash course in financial markets. But you will leave with a clearer understanding of what investing really means, why it matters, and how to start shifting from fear to possibility.

Through my own story, and with Matthew’s insight, we’ll open the door to a more empowered relationship with your money—one where growing your wealth doesn’t feel off-limits, complicated, or overwhelming.

Lunch 'n Learn Session #3

Thursday, October 23rd
12:10pm to 12:50pm
Live Stream Chat on Facebook and LinkedIn

What's Enough?

Rethinking Retirement on Your Terms

“There was a time I couldn’t even say the word ‘retirement’ without feeling a wave of panic. I didn’t have savings. I had a pension, yes—but no clear sense of what life could look like beyond the next few years. Everything I thought was secure had crumbled. I wasn’t just starting over - I was redefining what ‘enough’ even meant. ~ Julie”

This session isn’t about charts, savings calculators, or timelines. It’s about peeling back the assumptions so many of us carry - about what retirement should look like - and starting to imagine what it could mean for you.

Through my own story of rebuilding from scratch, and with insights from Matthew’s financial planning lens, we’ll talk about how to reconnect with your future - not from a place of fear, but from a place of choice.

You don’t have to have all the answers. You just need a starting point that reflects who you are now, and where you’d love to go next.

Lunch 'n Learn Session #1

Thursday, October 30th
12:10pm to 12:50pm
Live Stream Chat on Facebook and LinkedIn

Protect What Matters

Planning for Life’s What-Ifs—Before You Need To

“When everything in my life fell apart, I didn’t just lose money - I lost my sense of safety. I hadn’t thought to ask questions about protection, insurance, or what would happen if. I trusted the system I was in. But when that system broke down, I was left with nothing in place to protect me or those I loved. ~ Julie”

This conversation isn’t about fear. It’s about freedom - the kind that comes from knowing you’ve taken steps to secure what matters most.

In this final session, we’ll talk honestly about what it means to be protected - not just legally or financially, but emotionally. I’ll share what I wish I had known sooner, and how I’ve come to define protection on my terms.

Together with Matthew, we’ll explore simple questions every woman should be able to ask - and answer - about her future, her family, and her peace of mind.

Because you deserve to feel safe, informed, and empowered - even in life’s most uncertain seasons.

Why We Created This Series

I’m Julie Caldwell, transformational life strategist and founder of the #Ignite movement. I work with high-achieving women who are craving more alignment between the life they've built and the life they actually want. One of the biggest themes that keeps surfacing in our conversations? Money.

Not just how to make more of it - but how to feel confident managing it, understand it deeply, and make financial decisions that reflect your values.

That’s why I partnered with Matthew Henley, RBC Investment Advisor. Together, we’ve created a safe, supportive space to explore the real stories behind the numbers. Matthew has been guiding me through parts of my own financial rebuilding - and brings years of expertise, insight, and a unique approach that combines practical advice with personal connection. He’s the kind of advisor who helps you feel comfortable asking the questions you were too afraid to say out loud.

This series was born out of lived experience - from bankruptcies and divorce, to shame, fear, and eventually, empowerment. We created it to open the door to conversations most women have never been invited into—until now. 

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NICE TO MEET YOU

I'm Julie Caldwell

Julie Caldwell is the founder of the #Ignite movement and a transformational life strategist known for her heart-led, no-fluff approach to helping women redesign their lives with clarity and courage. With years of experience in leadership, personal development, and strategic coaching, she’s guided countless high-achieving women to reconnect with what truly matters - and take bold steps toward a more fulfilling life.

Julie holds an MBA and has worked at Carleton University for over 30 years, and brings equal parts structure and soul to everything she does. Her passion lies in helping women who’ve always “held it all together” finally put themselves first—without guilt, shame, or apology.

Whether she’s on stage, coaching one-on-one, or co-hosting meaningful conversations like She’s Got Plans or the #Ignite Women's Speaker Series, Julie shows up with honesty, warmth, and a deep belief that it’s never too late to reclaim your power.

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NICE TO MEET YOU

I'm Matthew Henley

Matthew Henley has spent his career advising senior leaders and business owners across Canada and joined RBC Dominion Securities as an Investment Advisor in 2023.

After beginning his career in politics, Matthew transitioned into global consulting, providing strategic counsel to executives in business and not-for-profit sectors. He later co-founded a North American consulting firm, serving as Managing Partner and CEO, with operations across Canada and the U.S. He has also held leadership roles in Canada’s angel investing network and co-founded an AI health tech company.

Matthew came to RBC to pursue his passion for helping business owners and professionals plan for their financial future. Clients benefit from his strategic insight and deep understanding of the intersection between personal and professional priorities.

Named one of Ottawa’s Top Forty under 40 in 2023, Matthew was also recognized for his service to the community with a Platinum Jubilee Medal. He holds an MBA in Finance, with a thesis focused on behavioral theory in investment management.

Matthew lives in Ottawa with his wife Julia and their two young children. He’s an avid golfer and volunteers with causes close to his heart, including ALS and Cystic Fibrosis. He also serves on the Carleton Place Hospital Foundation board.

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You're Invited

Whether you're just starting to ask the right questions or want to feel more in control of what comes next

This FREE 4-Part Lunch 'n Learn Series is your starting point!  Can't make all four sessions live? No problem. Register once to attend any or all, and receive access to session replays and bonus resources, as well as reminders before each session

REGISTER NOW!