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Women Getting Wise About Wealth

Despite changing times and women becoming more engaged and empowered, many of our female contemporaries are confused and lack basic knowledge when it comes to wealth management. Although the financial management of the household has predominately been led by men, 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.

Our team at Sapers & Wallack has created an in-depth series of six webinars to help women become wise about wealth. You will find links to our first three webinars below.

The date for our final fall webinar will be announced soon.

“Social Security & Retirement Planning: Optimizing Your Benefits”

Our webinar: “Socially Responsible Investing: Aligning with Causes You Care About” is now available.

Click below to view it.

Our webinar: “Estate Planning & Philanthropy” with Melissa Sydney of Tarlow, Breed, Hart & Rodgers, P.C. is now available.

Click below to view it.

Our webinar: “Budgeting & Financial Planning: The Power To Do More” is now available.
Click below to view it.

Resources for this topic are downloadable in the right hand column of this page.

Our webinar: “Women Making Sense of Protection Planning” is now available.
Click below to view it.

 

Our webinar: “Women and Investing: Understanding the Basics” is now available. Click below to view it.

 

Meet Sapers & Wallack’s Aviva Sapers and Holly Knight who will be leading you through the “Women Getting Wise About Wealth” series.

 

 

 

Aviva Sapers
CEO
Sapers & Wallack
Click here to read Aviva’s bio.

 

 

Holly Knight
Director of Retirement Outcomes
Sapers & Wallack
Click here to read Holly’s bio.

Please find some resources as well as the recordings of webinars on financial wellness for women recorded in partnership with Womenology below.