Women & Personal Finance
A round table discussion focused on women in transition and the sudden responsibilities of wealth management.
Did you know that it’s estimated that at some point, 90% of all wealth will be controlled by women? Yet, the financial industry (and that of accounting, law, banking and more) still primarily focus on men. We put together a round table of women – from industry experts to government to female trail blazers - to discuss how to level the playing field. Insights were shared on how women can better equip themselves with a solid financial foundation and where much work still needs to be done. Women, by design, accident or choice are facing complex financial decisions during critical phases in their lives such as a divorce, death of a spouse, inheritance, or the sale of a business. Without a firm financial footing, these pivotal points in her life can cause undue stress, leave her vulnerable to being taken advantage of and more.
I’ve been writing on matters of money pertaining to women since 2005 when my first book on the psychology of money came out – The Prosperity Factor for Women. Since then, I’ve written several books addressing the core issues for women and wealth. Additionally, I’ve conducted thousands of television, radio and print interviews, many of them specifically focusing on family, children and a female perspective.
My good friend Larry Berman (Host of Berman’s Call on BNN and Chief Investment Officer at ETF Capital Management), has had me on his show discussing the latest discoveries regarding women, men and our differences when it comes to money – everything from investing, our risk tolerances and even, what neurotransmitters we emit when stressed. They all contribute to our unique perspectives on handling our finances.
That’s where our Round Table Discussion on Women and Personal Finance videos and the plethora of resources contained in this micro-website come in. To better understand what women need and want when she’s dealing with wealth suddenly, myself and ETF Capital Management assembled a team of industry & government experts along with a couple of trailblazers. We were thrilled to have six women share their advice, wisdom, experience and expertise. Please learn more about our contributors here: Jane Rooney, Financial Literacy Leader of Canada with the Financial Consumer Agency of Canada, Rose Reisman with Rose Reisman Catering, Joanne Stewart with Lerners Family Law, Robyn Graham with ETF Capital Management, Cynthia Kett with Stewart & Kett, and Mary Aitken with Verity, and myself, Kelley Keehn as host.
Please navigate through our resources, view the full round table discussion or the edited version. If you have more questions, be sure to contact me at firstname.lastname@example.org.
Government, industry experts and female trailblazers weigh-in on first-ever round table. [...]
Canada's leading government, industry experts and female trail-blazers provide insights and guidance regarding the many transitions she faces when dealing with sudden wealth.