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Women & Wealth
October 8 @ 12:00 pm - 1:00 pm
Please join us for Women & Wealth, an online lunchtime workshop, on Thursday, October 8. Leading the event will be Sophie Antal Gilbert, AIF, Head of Portfolio and Business Consulting for Russell Investments’ North America Advisor and Intermediary Solutions business.
It’s no secret that differences between men and women aren’t as big as they once were when you consider women’s professional, educational and economic achievements over the last few decades. Women & Wealth will help participants:
• understand how women’s needs are different and why it matters
• become aware of natural behavioral tendencies that impact investment decision-making
• consider actions they can take now to build a financially secure future
Gilbert has worked in the financial industry for more than 18 years, the last 10 serving in a variety of roles at Russell Investments. She writes and speaks to financial professionals and individual investors on a variety of topics, including the global markets and economy, tax-aware investing, behavioral finance, and women in investing.
Meg Prestigiacomo, Vice President and Financial Advisor at Baird – The Prestigiacomo Carroll Group, will serve as moderator for the workshop.
This free event will take place on Zoom. Please click the button below to register.
The event is open to anyone, including community members who identify as transgender or gender non-conforming.
Estate Planning 101: What You Need to Know is part of the foundation’s Educational Series.