The Power of a Plan: Women & Wealth
Consumer trends show that women have the financial power to be the economic engine of the future. Even more significantly, up to 90% of women will have sole responsibility for their finances at some point in their lives.1 Do your clients have a plan?
Each client has unique needs that brings with it unique challenges. That’s why we’ve developed a client seminar series that targets different types of investors and offers solutions that addresses their specific financial goals. By leveraging these seminars, you can “speak” to an individual’s goals and deliver invaluable education that resonates and promotes action.
The Gender Difference
Women are more involved than ever in their households’ investment and financial decision-making. Nevertheless, they tend to lack confidence in their ability to make sound financial decisions, and lack knowledge about sophisticated financial products. They are, however, optimistic about the future and have a strong desire for financial education and guidance, believing these strategies can be effective.
Life Changes & the Challenges They Bring
Women are expected to take on many different roles throughout their lifetimes. Whether they’re a stay-at-home wife and mom, divorcee, grandmother, primary breadwinner, or some combination of all of these, it's important to have a detailed financial plan in place.
Ten steps to Financial Freedom
Whether your client is a new graduate starting their first job or a widow taking control of their finances for the first time or someone in between, their needs and goals don’t conform to simplistic categories. They are unique and personal. GSAM has identified ten simple steps on how to overcome these challenges and how to help women make wise decisions and to take charge of their own financial freedom.
Please contact your GSAM sales representative to learn more about The Power of a Plan: Women & Wealth seminar.
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1As of 2010, 10 Smart Money Moves for Women: How to Conquer Your Financial Fears, by Dr. Judith Briles
