We recently hosted a webinar featuring three women leaders in our company who shared snippets of financial lessons they wished they'd learned earlier. They shared eight practical tips to expedite your financial journey—no matter where you are on that journey. Take a quick read of this article for a recap of the conversation and access to the recording if you're interested: https://ow.ly/7Eui50SppL6 #WomenandWealth #FinancialEmpowerment
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Mark your calendars for May 14th because VIP member David Wood, MBA is going to share some critical financial tips for women in each stage of life. In this FREE 30-minute session, you'll learn how to: 1. Know financial matters at each life stage 2. Navigate them successfully 3. Recognize financial challenges unique to women 4. Get help when you need it FREE, but you must register: Tues May 14th at 2pm ET (11am Pacific) https://lnkd.in/dXstttaB
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Women, take charge of your financial journey. Download Aspiriant's 6-step guide and understand how to go from completely overwhelmed by the complexity of financial decisions, to fully in charge. 🗒️ 💪 https://buff.ly/3TcJj4Z #WomenEmpowerment #FinancialDecisions #WomenAndWealth
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Helping 401(k)/403(b) plan committees EXPECT MORE and gain confidence they’re doing the right things with 3 essential ingredients.
Happy International Women's Day! Breaking the mold in the financial world is becoming the norm for women. According to the study from Bryn Mawr Trust, gone are the days when women asked others to handle their financial planning, as only 1% reported not being involved in their financial planning and just 5% reported being minimally involved. In fact, most women report sharing the responsibility of financial planning with their partner (60%), a fourth report having sole responsibility (25%), and about a tenth report being guided by their advisor (9%). How are you creating your unique path to financial independence? Share your insights and let's spark a meaningful conversation, cultivating financial confidence! #InternationalWomensDay #financialconfidence #srpretirementgeeks
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It's no secret: women face greater financial challenges than men. But what if we could change the narrative together? Please join our upcoming webinar, “Empowering Women Investors: How to Achieve Financial Independence,” an educational presentation crafted for women, by women. You’ll learn strategies that can help you navigate the wage gap, extend your savings further and make smarter investment choices. Register now to arm yourself with the tools you need to pursue a secure financial future. Let’s empower one another to overcome these challenges head-on! REGISTER HERE: https://hubs.li/Q02rQ77K0
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It's no secret: women face greater financial challenges than men. But what if we could change the narrative together? Please join our upcoming webinar, “Empowering Women Investors: How to Achieve Financial Independence,” an educational presentation crafted for women, by women. You’ll learn strategies that can help you navigate the wage gap, extend your savings further and make smarter investment choices. Register now to arm yourself with the tools you need to pursue a secure financial future. Let’s empower one another to overcome these challenges head-on! REGISTER HERE: https://hubs.lu/Q02tvYlm0
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It's no secret: women face greater financial challenges than men. But what if we could change the narrative together? Please join our upcoming webinar, “Empowering Women Investors: How to Achieve Financial Independence,” an educational presentation crafted for women, by women. You’ll learn strategies that can help you navigate the wage gap, extend your savings further and make smarter investment choices. Register now to arm yourself with the tools you need to pursue a secure financial future. Let’s empower one another to overcome these challenges head-on! REGISTER HERE: https://hubs.li/Q02rQ5bh0
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This was a really helpful discussion that covered what financial professionals do, the difference between financial planning and investment support and how to find a financial professional that’s right for you! Worth a watch - wish I had this years ago! #fidelityassociate
We recently had a great conversation about the ins-and-outs of building a productive relationship with a financial professional. Lorna Kapusta and the Women Talk Money team tackled the top questions we hear from our community—including how to find the right professional to work with, things you need to prepare for your first meeting (hint: nothing!), and some questions you can ask to find the right fit. Watch the full replay here: https://bit.ly/3WE1h27
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Senior Wealth Advisor, Portfolio Manager CFA CFP - Tozser Wealth Management at National Bank Financial
🚀 Ready to rewrite the financial narrative? 💰 Let's talk about why it's crucial for women to take control of their finances and rewrite old horror stories. Join me in breaking down barriers and empowering women to take the wheel on their financial journey! #FinancialEmpowerment #RewriteTheNarrative 💪👩💼
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Here is a great recap from our recent #WomenandWealth webinar featuring three incredible women leaders who share financial lessons they wish they had learned sooner. They give 8 practical tips to help you find financial wellbeing, no matter where you are on your journey. Read the article here: https://ow.ly/iusz50SsVm0 #FinancialWellbeing #WomenandWealth
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📣🚀 Want to know why more women clients are firing financial professionals? Discover the findings from a new study on how the industry has been failing women investors. Learn about the importance of trust, communication, and personalized financial planning for retaining women clients. Read the article here 👉 https://okt.to/GZ08J2 #TruChoice #WomenInvestors #FinServ
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Strategic Business Systems Analyst | Leadership
3moI enjoyed the webinar, and it's worth watching.