While female financial confidence in money management is higher than ever, women still face unique challenges as they seek to achieve their financial goals. American women are leading the way as business owners and entrepreneurs. They oversee household purchasing decisions and control the majority of wealth. However, only about half of women feel confident about managing investments compared to more than two-thirds of men. The good news is that women are reevaluating their relationship with money at an accelerating rate; from a renewed focus on climbing the ladder and increasing income, to saving smartly for retirement, to starting a business, and prioritizing flexibility without forsaking financial safety.
Purpose: Learn about the unique relationship of women and wealth management
Facilitator: Mitch Wise (Guest Presenter - Touchstone Wealth Partners)
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