View presentations by our talented faculty members and leading industry professionals on issues relevant to women in today’s changing financial services industry.
Government Efforts to Equalize Retirement Income
Mary Quist-Newins speaks to Drexel University professor Anthony Curatola about his original research and the government’s past efforts to equalize the playing field due to longevity-driven retirement differences.
Ideal Investors for Managed Accounts
Mary Quist-Newins speaks to Drexel University professor Anthony Curatola about his original research and results examining the problem of gender-based income inequalities in retirement. Arthur Tacchino explains a new implementation of health care reform.
Do Women “Lose Out” Financially In Life?
Mary Quist-Newins speaks with Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER), about the different planning strategies for single women, women going through a divorce, and more.
Communicating with Female Clients
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.
The Divorce Process & a Professional Team
Mary Quist-Newins speaks with divorce planning expert Christine Palmer Hennigan about gathering a team of professionals for the divorce process.