Success on Her Terms
wegginar® Series

Finding Your True North

Wednesday, November 4, 2025
11 a.m. – 12 p.m. CST

Powered by:
MERRILL, A Bank of America Company, The Baldwin Marcovici Group

BALDWIN MARCOVICI GROUP – Merrill Private Wealth Management

Shelly Sun Berkowitz

wegginar® takeways:

  • A framework for staying grounded in your values while scaling your business.
  • Insights on making difficult tradeoffs between growth and personal priorities.
  • Inspiration to redefine success beyond financial outcomes.
  • A roadmap to discover and evolve your True North.

Shelly Sun Berkowitz is the founder and Executive Chair of BrightStar Care, the national home care franchise system she built over 20 years, scaled to over 400 locations, and led through a majority sale in 2025. Shelly now serves as CEO of her advisory firm, Founder 2 Founder, where she is helping other founders scale, sell, and secure their business legacies. And through her family office, Next Phase Capital (NPC), she offers patient, values-aligned capital to franchise businesses.

Note: Thanks to Merrill, A Bank of America Company, this event is “no charge” but you must register to attend. By registering, you consent to Women Entrepreneurs Grow Global’s collection of information. The recording will be available to watch after the event has passed.