Women and Investing: Being There for Her

Live Stream | 1 March 2021, 1:00pm EST

Women and Investing: Being There for Her

Live Stream | 1 March 2021, 1:00pm EST

If female investors control an estimated $22 trillion in investable assets and nearly 60% of the wealth in the U.S., then why does this important and fast-growing segment of investors still feel largely misunderstood by the financial services industry?

During this webinar, we will discuss best practices for communicating with and serving female investors throughout their various life milestones. We will dive into three topics that could affect their retirement: grey divorce, caregiving, and widowhood. The goal is to continue the conversation on the importance of working with women as clients and how to address their unique circumstances, especially as they approach retirement.

Speakers include:
  • Marissa Weaver - Director, Channel Marketing, Asset Management
  • Melissa Mursch - Director, Channel Marketing, Annuities

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