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Women & Wealth

Empowerment begins here

We are dedicated to fostering open and honest conversations about money and investing, and empowering women with the knowledge and confidence to navigate these areas with ease. Take charge of your financial journey.

Here's why we're so passionate about supporting your journey:

Investing in the Stock Market

Melissa Lord, director of investment fiduciary and consulting services, briefly explains the stock market and the importance of focusing on your long-term objectives.

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Parents face financial double whammy

6 ways to save for retirement and your child’s education – at the same time

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  • Women will control an estimated two-thirds of wealth in the US by the end of this decade.

  • Only half of women—compared to more than two-thirds of men—feel confident about managing investments.

  • It’s time for women to take control of their finances and live the lives they want.

Knowledge is power

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