Why is it critical that wealth managers understand that women are not a "niche market" in the financial services world? What are simple strategies advisors can use to meet clients' legacy and estate goals while protecting their assets? Where is the hottest jazz club in Hermosa Beach? Join me and CFP Rene Nourse of Urban Wealth Management as we discuss charitable and estate planning strategies, the unique value that a diverse, women-led firm brings to the world of wealth management....and jazz, lots of jazz in this latest episode of "Looking Forward. Giving Back."!
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By Elena Pullen-VenemaWhy is it critical that wealth managers understand that women are not a "niche market" in the financial services world? What are simple strategies advisors can use to meet clients' legacy and estate goals while protecting their assets? Where is the hottest jazz club in Hermosa Beach? Join me and CFP Rene Nourse of Urban Wealth Management as we discuss charitable and estate planning strategies, the unique value that a diverse, women-led firm brings to the world of wealth management....and jazz, lots of jazz in this latest episode of "Looking Forward. Giving Back."!