If female investors control an estimated $14 trillion in investable assets and 51 percent of personal wealth in the U.S.,1 why does this important and fast-growing segment of investors still feel largely misunderstood by the financial services industry? Transamerica has developed a Women and Investing program where they discuss best practices for communicating with and serving female investors throughout their various life milestones. They will dive into three topics that could affect their retirement: grey divorce, caregiving, and widowhood. The goal is to continue the conversation on the importance of working with women as clients and how to address their unique circumstances, especially as they approach retirement.
Presented by Transamerica
With a history dating back more than 100 years, Transamerica is recognized as a leading provider of investment, retirement, and life insurance solutions, serving millions of customers throughout the U.S. Our passion is empowering people to live well tomorrow through the financial and health-related habits they form today.
1. "Women & Investing Analytical Report," New York Life Investments, April 2019.