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

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

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

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

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 Planning and Longevity Statistics

Mary Quist-Newins speaks with Drexel University professor Anthony Curatola about his research relating to retirement planning due to longevity, the disadvantages for women, and past government efforts to equalize the playing field.

Pages