Join WEST on September 21, 2021 from 5 – 6:15 p.m. Eastern time for a free financial planning webinar from RBC Wealth Management Advisors Gabrielle Clemens and Lisa M. Austin. Gabrielle and Lisa will draw on their combined experience in estate planning, family law, and sustainable investing to walk attendees through the basics of planning for an unpredictable future, focusing especially on the risks of cognitive decline. They'll discuss how to approach and understand options for structuring finances to answer the question, "What if something happens?"
Read More
Topics:
Women,
Financial Planning,
Wealth Management,
Transitions,
Work Life Balance,
Life,
Resilience,
Upcoming Events,
Relationships,
Discussion,
Resources,
Solutions,
Balance,
Tools,
Self-Awareness,
Decision Making,
Support,
Impact,
Risk,
Learn,
#WESTevent,
#WESTorg,
Investing
What’s in your portfolio? Join us on Thursday, 4/29 at 5:30 p.m. EST to hear experienced financial advisors explore strategies for aligning your investment portfolio with your personal values through impact investing.
In this interactive discussion, we will hear from Judith Reed, a financial advisor at Morgan Stanley who specializes in helping women in the Life Sciences industry create financial plans for themselves and their families, and William Gambardella, Executive Director of the Morgan Stanley Wealth Management Global Investment Office (GIO).
Read More
Topics:
Women,
Financial Planning,
Wealth Management,
Career,
Success,
Women in STEM,
Upcoming Events,
Discussion,
Financial,
Interactive,
Change,
Values,
Impact,
Learn,
#WESTevent,
#WESTorg,
Gender Parity,
Sustainability,
Investing
