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Women's International Shipping & Trading Association

WISTA USA CT & NY/NJ – ACHIEVING FINANCIAL WELLNESS

May 19, 2021

MAY 19 AT NOON: ACHIEVING FINANCIAL WELLNESS

Women are controlling more wealth than ever and embracing their economic potential.  How do you plan for your Financial Wellness?

Join Sue Caplan, Financial Advisor with Bernstein Private Wealth Management and Tara Thompson Popernik, Director of Research for Bernstein’s Wealth Strategies Group for a dynamic discussion (speaker bios below).  We will explore:

  • Determining your Personal Priorities
  • Securing your Lifestyle
  • Funding your Children’s Education
  • Planning for your Next Phase
  • Managing Risk

SAC Bernstein Bio’s[117158]

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