Long-Term Financial Planning: How and why women should get involved
Long-Term Financial Planning: How and why women should get involved

Long-Term Financial Planning: How and why women should get involved

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27 min
Business & Finance
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Description

Our conversation focuses on how women can and why women should get more involved when it comes to long-term financial planning, as well as available resources and approaches to consider for how to do so. Featured are Carey Shuffman, Head of the Womens Strategic Client Segment, and Nicole Herman, Relationship Manager, Womens Strategic Client Segment, UBS Client Strategy Office, and Jean Dunn, Vice President and Client Loyalty Insights Leader, T.Rowe Price.

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FaithNorth

FaithNorth

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