Helping Women Gain Financial Confidence

Advice and guidance to help women achieve financial freedom

Women, Money, and Financial Freedom

Eight of ten women in the US will be solely responsible for managing their finances at some point during their lifetimes. Yet, 56% of women still abdicate major financial decisions to the men in their lives. Women 65 and older are 80% more likely to be impoverished than men of the same age.

We have developed dedicated programs and advice to help women gain financial freedom. We are also proud sponsors of $avvy, a documentary film by Director Robin Hauser for women, by women, that was created to start conversations in relationships, within families, communities and workplaces to educate, inspire and empower women to take control of their financial futures.

Live Webinar: Insights for Women - Gaining Financial Confidence

WATCH NOW

In this panel discussion, three of our top female wealth advisors explore the best practices women are using to successfully confront financial challenges, view wealth holistically and achieve their lifelong goals.

  
Linda Krouner
Senior Portfolio Manager
Jennifer McCarthy 
Trust Counsel   
Amy Ko
Senior Relationship Manager

TRUST & ESTATE PLANNING

Insights for Women: How to be Prepared for the Loss of a Spouse

03.05.2021 - Jennifer McCarthy, Trust Counsel

Insights for Women: How to be Prepared for the Loss of a SpouseREAD MORE

TRUST & ESTATE PLANNING

Women and Wealth: Changing the Conversation

02.26.2021 - Linda Krouner & Paulina Mejia, Regional Managing Director and Trust Counsel

Women and Wealth: Changing the ConversationREAD MORE

TRUST & ESTATE PLANNING

Women and Wealth: 5 Ways to Become More Financially Savvy

03.24.2021

Women and Wealth: 5 Ways to Become More Financially SavvyREAD MORE

TRUST & ESTATE PLANNING

Financial Steps to Take After the Death of a Spouse

01.06.2021

Financial Steps to Take After the Death of a SpouseREAD MORE

TRUST & ESTATE PLANNING

The Sandwich Generation: Supporting Family without Getting Squeezed

01.22.2021 - Leticia Hernandez, Trust Counsel, Jennifer McCarthy, Trust Counsel, Paulina Mejia, Regional Managing Director and Trust Counsel

The Sandwich Generation: Supporting Family without Getting SqueezedREAD MORE

TRUST & ESTATE PLANNING

Lessons Learned from Navigating Life Transitions

03.01.2021 - Leslie Bohner, Chief Fiduciary Officer and General Counsel, Pennsylvania Region & Gerard F. Joyce, National Head of Trusts and Estates

Lessons Learned from Navigating Life TransitionsREAD MORE

TRUST & ESTATE PLANNING

First Things First: Understanding Your Financial Picture

10.11.2021

First Things First: Understanding Your Financial PictureREAD MORE

TRUST & ESTATE PLANNING

Strategies for Making Gifts to Children and Grandchildren

10.29.2021

Strategies for Making Gifts to Children and GrandchildrenREAD MORE