Women in Transition Wealth management and legacy planning strategies for women who can benefit from professional guidance following a divorce, loss of a spouse, a change in employment, or retirement. Kathie Okun is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Okun Financial Group is not an affiliate of Lincoln Financial Advisors nor is it a registered investment advisor. Please do not send any trading or transaction instructions through this email. They cannot and will not be executed. Please call the Lincoln Financial Advisor trade desk at 800.237.3815. If you do not wish to receive future emails from me, please call me at 410-494-6130, or email me at kathie.okun@lfg.com. We will comply with your request within 30 days. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. Please consult a legal or tax advisor regarding legal or tax information as it relates to your personal circumstances. CRN-2119379-051118 Call Your Enterprising Women partner, Kathie H. Okun at: 410-494-6130 Okun Financial Group, Inc. 1300 York Road, Suite 200 Lutherville, MD 21093 www.OkunFinancialGroup.com PRIVATE WEALTH MANAGEMENT FOR SELECT INDIVIDUALS transforming how businesses operate and scale. In my own organization, integrating technology has allowed us to streamline operations, improve decision-making, and enhance service delivery. I often speak about the importance of embracing innovation as a strategic partner. Yet while technology increases efficiency, leadership remains deeply human. The most effective entrepreneurs combine data with intuition, strategy with empathy, and innovation with purpose. What distinguishes many female entrepreneurs is the desire to build legacy, not just revenue. Legacy is measured by impact, the lives we influence, the opportunities we create, and the organizations we build to serve others. It is about creating businesses that continue to grow and contribute long after we step away. Women bring a unique perspective to leadership. We balance performance with purpose, ambition with service, and results with relationships. This approach is shaping a more inclusive and sustainable future for business. The future of entrepreneurship will be defined by women who lead with vision, resilience, and purpose. As more women step into leadership roles, they will continue redefining success, challenging traditional models, and building organizations that create meaningful impact. My journey from the border to the boardroom is proof that extraordinary transformation is possible. Whenever I speak about female entrepreneurship, my message remains consistent…your vision matters, your voice matters, and your leadership matters. When women rise in business, we redefine what leadership looks like for the world. And that is why female entrepreneurship remains one of the most powerful conversations we can have. LUZELENA RIVERS, DBA, is the President and CEO of Amera, the nation’s first nurse-led, Uber-style medical transportation company serving ambulatory day-surgery patients. She holds a B.A. in Psychology, an MBA, and a Doctorate in Business Administration with a concentration in Organizational Leadership. Elena is a transformational keynote speaker who speaks to students, emerging entrepreneurs, healthcare leaders, and organizations seeking to build purposedriven leadership and scalable business strategies. She is among the 3% of womenowned businesses generating over $1 million in revenue and is part of the 1% of Latinas in health technology. Dr. Rivers serves on the Enterprising Women Advisory Board, is a past recipient of the Enterprising Women of the Year Award and chairs the Houston Young Enterprising Women Mentoring Forum Program. Learn more at www.SpeakerElenaRivers.com or myAmera.com enterprising Women 87
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