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SWE: Women and Wealth

April 26 @ 5:30 pm - 7:00 pm

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. And, 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!

Ms Mudgett presented a similar session at the WE Local Tulsa in January.  Great reviews. Useful for the new engineer to the retired engineer.

Details

Date:
April 26
Time:
5:30 pm - 7:00 pm

Organizer

Society of Women Engineers Tulsa Northeast Oklahoma Section

Venue

Brookside Library
1207 East 45th St.
Tulsa, OK 74105
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