Position your practice for the next wave of wealth with Women+Investing, a program offering actionable strategies for meaningful engagements with women, from prospects to clients to in-house talent.
Women face challenges when striving to become financially independent. Learn about investing, budgeting and money-management skills with expert insight and resources.
At EP Wealth Advisors, “Investing in Women” is centered on the "Three C's:" colleagues, clients, and community. Through our Three C’s program, our women colleagues are inspired to succeed by creating partnerships and open communications between clients, advisors, and planners where they can...
Women have long-term goals, which guide their investing habits. They are known as “buy and hold” investors, who are saving up for milestones such as their child’s university education and their own retirement. Based on a national survey[²] conducted by financial services firm LPL Financi...
How women can overcome fear of investing When it comes to investing, it often means stepping into the unknown. For many, it’s about doing something that’s never been done before - there is no experience, and very few answers; so it’s no wonder the fear sets in. ...
Women are leading the values-aligned investing revolution. We inspire women to harness the power of money to create a better world.
There's a lot of competition online and women are inundated with new messages constantly. This results in sending lots of messages that get ignored and investing a lot of time that leads to little, if any, success. The focus in this product is making sure you don't fall into this...
Advocate and increase awareness of the business case for investing in women in the blue economy in Kenya. Provide incentives for sustainable widespread adoption of climate-smart practices in Kenya’s blue economy. Focus Sectors: Fisheries Agriculture/Forestry ...
The 6 Best Budgeting Templates Managing money comes down to creating a sound financial plan, and these budget templates can help. Andrea WorochandJessica WalrackNov. 27, 2024 The Best and Worst Store Return Policies Return policies can make or break a purchase, so choose where you shop careful...
Leonard said women’s desire to invest is usually tied to goals. Women are not jumping into investing simply for the love of the game. She finds that women are motivated to invest by wanting to put kids through college, buy a new home, save for retirement, etc. When it comes to invest...