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Inspiration, education and conversation at the intersection of finance and philanthropy to build a better world
Our Women & Finance workshop series empowers you to take a closer look at your financial future and introduces you to innovative strategies that incorporate your philanthropic ideals to build a better world for our families and communities. Workshops are detailed below. If you would like to attend a workshop or have questions, contact Jillian Huskey at giftplanning@rchsd.org, 858-966-5804.
Wednesday, October 30
Women & Wealth: Building Your Team
Kristine Wexler, Managing Director – Bernstein
Caroline Dupont, Client Service Advisor – Bernstein
Today, women control about a third ($10 Trillion) of total U.S. household assets, and by 2030 we expect women to control three times that dollar figure. With the current evolving landscape, we’ll discuss the challenges many women face in their journey to achieving financial success, and how, for many women, the first step to empowerment is building out a trusted advisory team around them.
If you have any questions, please email giftplanning@rchsd.org or call 858-966-5804.
