Women’s Planning Initiative

The Women’s Planning Initiative (WPI) is an educational effort focusing on helping women become and stay financially independent. It caters to the needs of successful women who often find themselves dealing with the challenges of handling their own finances.  The WPI addresses the unique obstacles facing women and empowers them to make more competent, knowledgeable decisions.


The WPI was founded in 2009 and is led by Betsey A. Purinton, CFP®, Managing Director and Chief Investment Officer at StrategicPoint Investment Advisors. The WPI sponsors women’s circles and other educational events.


If you would like to be on the WPI mailing list, please contact Laura Bard at lbard@strategicpoint.com.

About Betsey A. Purinton, CFP®

Past WPI Events

December 12, 2011    
Women's Circle: "Financial Choices: How to Anticipate Health Care Needs"
Hosted by Betsey Purinton, CFP^®
Special Guest Meg Curran, former U.S. Attorney and chair of the Health Benefits Exchange Advisory Board.

September 20, 2011    
Women's Circle: "What Motivates You to Make Financial Decisions?"
Hosted by Betsey Purinton, CFP^®

March, 2011
Bryant University's Women's Summit^®
"Helping Women Become (and Stay) Financially Independent"
Hosted by Betsey Purinton, CFP^®, Deborah DiNardo, Esq. and Carol Golden


April, 2010 and October, 2009   
"Helping Women Become (and Stay) Financially Independent"
Hosted by Betsey Purinton, CFP^®, Deborah DiNardo, Esq. and Carol Golden
Moderated by WJAR-NBC 10's Patrice Wood

April, 2011 and October, 2010   
"Intergenerational Communication, Money:  How to Talk About it and Why"
Hosted by Betsey Purinton, CFP^®, Deborah DiNardo, Esq. and Carol Golden
Moderated by Arlene Violet