Terri Spath, MBA, CFA, CFP® speaks to every mother, daughter, sister, wife, grandmother, aunt and friend with her signature mix of perspective, passion and practical advice. Tap into Terri’s unparalleled knowledge, experience, credentials, and appreciation that for women, money is not the end goal; it’s the means to what it can do.
Terri has taken all her experience managing billions of dollars for hundreds of people across more than two decades of bull and bear markets to create this exclusive 20-minute presentation packed with practical tips including:
· What is the first step to take before investing?
· The three money mistakes you need to avoid
· A step-by-step guide for getting started toward your unique empowerment plan
· When is the right time to invest? When is the right time to sell?
· Power moves women can take in their 50s and 60s
Research has uncovered a surprising statistic: most women describe low confidence in their skill for managing their wealth and investments. Further, more than three-quarters of the women in our study said that they are not as knowledgeable about investing as they would like to be. We understand!
Studies show that most women hold too much in cash. Interest rates are at their highest levels in years so even the safest investments can be profitable in this environment. Women tend to take more years off, earn less and hold too much cash! These factors contribute to the investment gap and loss of substantial wealth over time. We understand!
The industry’s one-size-fits-all does not fit. Tailored investment advice and financial planning are the necessary solutions for you and you and your distinct circumstances, life changes, essential personal issues and more.
Topics covered include answers to your questions around key issues of financial planning, including:
In honor of Women's History Month 2023, we re-release our groundbreaking study of Women and Wealth uncovering a big surprise, busting a long-held myth and identifying an important trend. Get the report here.