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 wealth management. In fact, over the next decade there will be a significant shift of wealth transfer 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.
Sapers & Wallack: Webinars
Our team at Sapers & Wallack has created an in-depth series of webinars to help women become wise about wealth. Our newest webinar “Social Security & Retirement Planning: Optimizing Your Benefits” was held on January 13th 2022.
Aviva Sapers, CEO and Holly Knight, Director of Retirement Outcomes, from Sapers & Wallack, Inc. help to demystify Social Security benefits and provide tips and resources on incorporating Social Security into your overall financial planning strategy. You can hear practical insights and planning strategies focused on Social Security and your future retirement in the recording of this webinar, and also find some useful resources (links below).
You will find the links to our webinars below.
Meet Your Sapers & Wallack Partners
Meet Sapers & Wallack’s Aviva Sapers and Holly Knight who will be leading you through the “Women Getting Wise About Wealth” series.