View presentations by our talented faculty members and leading industry professionals on issues relevant to women in today’s changing financial services industry.

Generational Differences in Retirement Planning

Runtime

06:00
Watch

Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER), speaks with Mary Quist-Newins about how generational differences and marital status affect retirement planning.

Community Outreach with WISER: Getting Involved

Runtime

06:09
Watch

Mary Quist-Newins speaks with Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER), about the community outreach efforts provided by WISER in partnership with outside organizations and how financial advisors can get involved.

Investing Confidence in Women

Runtime

06:45
Watch

Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER), speaks with Mary Quist-Newins about why women can lack assurance in their investing decisions and how advisors can tailor their advising to increase that confidence.

Communicating with Female Clients

Runtime

03:23
Watch

Professor Gerry Herbison speaks with Gary Melnick, a Senior Partner at Capital Financial Partners, about the conversations to have with female clients to prepare them for potential expenses due to longevity.

Retirement Income, Longevity & Government Action

Runtime

11:47
Watch

Anthony Curatola, Professor of Accounting and Tax at Drexel University, speaks with Mary Quist-Newins about past efforts to equalize retirement income for both genders and examines where the situation stands now.

Pages