The Stages of one's investing life cycle are similar for most, moving from accumulation to preservation then distribution, through the journey is different for everyone but there are unique challenges that frequently must be confronted by women. We will not only address what those situations are, but also a woman's perception and hang-ups on investing and how it effects the end goal. We will review ESG investing, a strategy that woman are more inclined to invest in, and how having a plan can provide confidence in your financial future.
Takeaway's from the presentation include:
Financial obligations that women might face and the likeliness that they will oversee assets,
Recognizing investment attitude and ability,
ESG strategies as an investment option,
Finding stability and security in your financial future.