Elevate Women's Conference

Empowering Conversations: Mary Lundstrom Speaks at the Elevate Women’s Conference

Miami, FL | May 3, 2025

At the 3rd Annual Elevate Women’s Conference, held at Immaculata La Salle High School in Miami, Bleakley Financial Group’s own Mary Lundstrom, CFP^®, joined a dynamic lineup of professionals and entrepreneurs from across the country. The event brought together women from diverse industries to share their experiences, knowledge, and leadership journeys in a supportive and forward-looking setting.

Mary’s presentation focused on the fundamentals of financial planning, addressing common misconceptions, offering real-world examples, and outlining practical steps to help individuals gain clarity and confidence in their financial lives. Her message emphasized that financial planning isn’t just for the wealthy, it’s a tool for anyone seeking to live with intention and working towards financial security, no matter where they are in life.

Drawing from her work as a Wealth Management Advisor, Mary illustrated the importance of long-term strategies, consistent saving habits, and building a trusted advisory team. Her approachable delivery helped make complex financial topics feel more accessible to attendees, many of whom were exploring financial planning for the first time.

We’re grateful Mary had the opportunity to contribute to such a meaningful event, and we extend our thanks to Julie Tarazona and the Elevate team for organizing a conference that continues to inspire dialogue, growth, and leadership across industries.

- Article published 6/5/25 -

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