Long-Term Financial Planning: How and why women should get involved

UBS On-Air: Conversations
16/07/2021 27 min

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Episode Synopsis

Our conversation focuses on how women can and why women should get more involved when it comes to long-term financial planning, as well as available resources and approaches to consider for how to do so. Featured are Carey Shuffman, Head of the Womens Strategic Client Segment, and Nicole Herman, Relationship Manager, Womens Strategic Client Segment, UBS Client Strategy Office, and Jean Dunn, Vice President and Client Loyalty Insights Leader, T.Rowe Price.

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