Women’s Role in the Great Wealth Transfer (AMERICAS/APAC)
Finance, Investing & Economy
•
1h 2m
Everyone has unique financial needs. While we’re all trying to assess our roles in investing and wealth management, how do we understand how gender lenses affect them?
Join us for a second session of our global webinars, focusing on key women’s wealth topics. In the first session, “Understanding Women as Investors,” we explored women's unique needs and attitudes toward wealth management and investments.
This second session will explore women's role in transferring wealth and responsibility across generations. By examining wealth topics through a gender lens, you will discover your wealth and legacy needs and address them proactively.
During this session, you will receive insights on women's expected and unexpected roles in the wealth transfer process and how to address the challenge of involving the next generation in wealth management at the right time. Our speakers will outline the great wealth transfer and provide actionable strategies for successfully navigating this process.
By attending this event, you will:
Discover practical tools for engaging, empowering, and enabling the next generation.
Understand you’re not alone in managing the great wealth transfer.
Determine where to seek support.
Handle these life events with confidence.
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