Women face unique challenges and circumstances throughout life. That's one reason we've launched an education program that looks at personal financial management for women. Another reason we publish and practice with a focus on women and wealth is that in a previous business planning session we noticed our private client group was comprised of 60% women and 40% were the men in their lives. Then we devoted our professional continuing education to learning, practicing and teaching personal financial management for women. Some of the topics we explore include navigating the business world, financial implications of marriage and family, retirement and estate planning.
Women and Wealth