Exploring Financial Success & Well-Being (3/27/24)
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Owning Your Worth 2024 – Exploring Financial Success & Well-Being
Women are contributing more to their households’ incomes than ever before, but women primary breadwinners often don’t participate in financial decisions that impact their future, including female attorneys who are often also responsible for financial matters related to their practice. This lack of engagement has the potential to put women’s hard-won earnings and future financial security at risk. From latest “Own your Worth” our research, a picture emerges of why so many women breadwinners are still relinquishing their power over financial decision-making. In this program, we will examine our research findings and discuss ways for women to become more engaged in their own financial decision-making and, thus, achieve better balance in life and in legal practice as they work toward their retirement.
Speakers:
L. Rita Fiumara, CIMA ® CRPS® AIF®
Senior Retirement Plan Consultant
Senior Vice President - Investments
Institutional Consultant
UBS Financial Services Inc.
Nicole Herman, Director
Relationship Manager, Women's Segment
UBS Financial Services Inc.
Whitney Randolph, CIMA ® AIF ®
Private Wealth Advisor, Sr. Vice President
Endowment & Foundation Consultant
Senior Portfolio Manager
UBS Financial Services Inc.
Thank you to our Women's History Sponsor:
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Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.