Despite changing times and women becoming more engaged and empowered, there are still many who want to be more conversant or would like to increase their knowledge when it comes to financial wellness. Over the next decade there will be a significant shift of wealth as women are expected to inherit almost $30 trillion in intergenerational wealth* and 90% of all women will be solely responsible for their own or their family’s finances at some point in their lives**. Now more than ever, it’s critical that women take an active role in financial education so they can make educated decisions on their financial future. We are here to help.
* Women-as-the-next-wave-of-growth-in-US-wealth-management.pdf (mckinsey.com)
** The Best Financial Advice “Secrets” of Wealthy Women | Truman Wealth Advisors
