Integro Bank Hosts Women, Wine & Wealth Roundtable in Phoenix

The event moves away from standard seminar formats, favoring a collaborative discussion between founders and executives. Moderated by wealth advisor Laura Boldt, the session aims to bridge the gap between high earnings and sustainable wealth creation. Boldt, a veteran with over 25 years in financial services, will lead a panel featuring three industry experts: family law specialist Angela K. Hallier, Priority Financial Group CEO Mike Prior, and fractional CFO Nadia Conn. These speakers will address critical themes including the mechanics of wealth transitions, the complexities of cash flow management, and strategies for confident decision-making.

While the roundtable is titled Women, Wine & Wealth, Integro Bank leadership emphasizes that the curriculum offers practical value for all business owners regardless of gender. Elaine Szeto, a founder and Chief Innovation Officer at the bank, frames the event as an effort to move beyond transactional spending toward intentional ownership and investment. The session will take place from 5:00 PM to 7:30 PM at the bank’s headquarters on North 28th Avenue. Interested attendees can register through the bank’s official portal to join the discussion on financial growth and organizational longevity.