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
