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SWE: Money Series Part II: Women, Wealth & Wisdom
October 25, 2018 @ 5:45 pm - 7:00 pm UTC-6
Speaker: Jane Mudgett, Vice President and Financial Advisor, Morgan Stanley Wealth Management
Women control 39% of investable assets in the U.S. and they generate $1.5 Trillion in purchase, so women should: Explore the things that really matter to us; create a system for organizing vital documents, control their compensation and organize their finances and investments. Since women represent 47% of the US professional workforce, then they need to also work on their retirement plans. This also include planning for the people we love whether it’s retirement or estate planning…so many of us have 30+ years to plan for. Let’s discuss this together