
Long-Term Financial Planning: How and why women should get involved
user9926591043830
27 min
Business & Finance
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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Long-Term Financial Planning: How and why women should get involved
user9926591043830