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Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected

Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected

Released Wednesday, 28th September 2022
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Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected

Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected

Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected

Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected

Wednesday, 28th September 2022
Good episode? Give it some love!
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While women are increasingly becoming primary breadwinners, studies show that 58% continue to leave financial planning to their male partners — a decision that can put their future at risk. In this episode, Heather Davis, Senior Trust Advisor and Jama DeHeer, Senior Wealth Planner share key financial planning considerations for women. From discussing finances with your partner to planning for the unexpected to recovering from the death of a spouse, we’ll discuss actionable steps all women should take to ensure they’re present, proactive, and prepared for the future. 

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