Keys to the Vault Dinners are intimate, 2-hour gatherings for accomplished women who are ready to think more intentionally about their wealth, future, and legacy.
Hosted by Whitney Hammond, CFP®, CLU, alongside Kelly Ross, the evening offers an opportunity to learn practical strategies for building, growing, and protecting significant wealth—while connecting with other women on a similar path.There is no cost to attend, and nothing is being sold. This is simply a space for women who are ready to build significant wealth, create greater financial independence, and be intentional about what they can make possible.
As each dinner is intentionally intimate, completing the questionnaire is an expression of interest rather than an automatic RSVP
Our team will thoughtfully review submissions, and women selected for an upcoming dinner will be contacted directly to confirm their seat at the table.
YOUR FINANCIAL FOUNDATION (required)
1. What best describes where you are financially right now?
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Building my financial foundation
Growing my income and savings
Investing and actively building wealth
Already have significant investments/assets and want to grow strategically
2. Statistics have shown us that financial stability creates CHOICE, builds CONFIDENCE, and gives women greater INDEPENDENCE and FREEDOM at every stage of life. What could greater financial stability bring into your life?
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More choice
More ease
The freedom to decide what comes next
3. What is your primary concern when it comes to your finances?
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Ensuring financial security and stability
Finding trustworthy financial advice
Maximizing investment returns
Planning for the future (retirement, legacy)
INVESTING & WEALTH BUILDING (required)
4. How do you currently manage your financial matters?
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I handle them independently
I work with a financial advisor
I use multiple advisors for different reasons
I am looking for financial guidance and want to feel heard
5. How would you describe your relationship with investing?
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I’m curious but haven't started
I’m not sure what to do or where to begin
I’m investing regularly and want to become more strategic
Planning for the future (retirement, legacy)
I'm an experienced investor and want to double down my strategy
6. Did you know that studies have shown that many people who receive a large amount of money (whether through a settlement, inheritance, or lottery winnings) can eventually return to where they were financially before receiving it? For generations, women have been taught to navigate a world where they can be vulnerable to financial exploitation. As women build more wealth, our money becomes something worth understanding and protecting. Which of the following would you benefit from learning how to become more confident, informed, and intentional with your money?
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Yes
I'm not sure.
gusiness & TAX (required)
7. Do you have a business?
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Yes, I am sole proprietor
Yes, I am incorporated
I am thinking about incorporating
No, I am an employee
8. What are your primary financial goals?
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Wealth building & investment strategies
Retirement planning
Estate planning & wealth transfer
Business tax planning strategies
RETIREMENT, LEGACY & THE FUTURE (required)
9. Many of us have a savings portfolio but do not know what this translates into as a future monthly income in retirement, including how long it will last. Is this one of your concerns?
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Yes
I've never thought about it
No
10. What would you want your wealth to make possible for you, for your family, and future generations?
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Our upcoming dates for a Keys to the Vault dinner are September 11, 2026 and September 25, 2026. Should you be selected what date is works best for you?
September 11, 2026
September 25, 2026
Neither, please keep me informed of future dates
Full Name
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Last Name
Email
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Phone
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Format: (000) 000-0000.
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