Why Prudential Launched the Stepping Out Conference

Women and Financial Wellness: Prudential recognized that women—across generations—face unique financial challenges, including wage gaps, caregiving responsibilities, and lower lifetime retirement savings.

To engage this crucial audience, Prudential created the Stepping Out Conference: a national tour focused on financial education, empowerment, and inspiration—with real stories, real women, and real advice.

They tapped TheMoneyCoach.net to bring this vision to life.

How TheMoneyCoach.net Elevated the Conversation

Lynnette Khalfani-Cox partnered with Prudential to lead high-impact financial workshops across key U.S. cities—from Newark, NJ to San Francisco, CA.

TheMoneyCoach.net helped design the campaign strategy and execution, including:

• Keynote speeches by Lynnette on overcoming financial barriers
• Small group sessions focused on budgeting, credit, debt, and investing
• Collaboration with Prudential advisors to provide one-on-one follow-up
• Guidance on markets and messaging that would most resonate with the audience

The result was a tour that felt both personal and powerful—creating real moments of clarity for thousands of women in attendance.

From Awareness to Action: A Financial Wellness Experience

Stepping Out was more than a conference—it was a transformational experience for participants. Women left with:

• Confidence to talk about money
• A plan to get out of debt or boost savings
• Direct contact with financial professionals
• Free resources to continue their journey

Attendees ranged from single mothers to executives to retirees—all united by a desire for financial freedom and control.

Logical Reach and Brand Impact

While Prudential didn’t release formal campaign numbers, this national tour:

• Reached thousands of women across major cities
• Created earned media opportunities for Prudential
• Strengthened brand alignment with women’s financial empowerment
• Led to continued partnerships with TheMoneyCoach.net for future campaigns

It also served as a launchpad for the Prudential Women’s Financial Survey, now a signature research campaign.

Frequently Asked Questions: Women and Financial Wellness:

What was the goal of the Stepping Out Conference?

To engage women in candid conversations about money and provide practical tools to help them build lasting financial confidence.

What role did Lynnette Khalfani-Cox play in the campaign?

She delivered keynote speeches, facilitated breakout sessions, and helped shape the messaging and structure of the tour.

What made this different from a typical financial seminar?

The tone was inspirational, the advice was actionable, and the focus was on creating a safe space for women to learn and share.

How was Prudential’s team involved?

Company advisors were on-site to offer 1-on-1 guidance after sessions—bridging the gap between education and professional financial planning.

Did this campaign lead to future collaborations?

Yes. The success of this tour helped spark the development of the Women’s Financial Survey and further DEI-focused initiatives.

Final Takeaway

With the Stepping Out Conference, Prudential and TheMoneyCoach.net created a nationwide movement that helped women stop hiding from their finances—and start stepping boldly into their financial power.