Webinar Replay | Women & Wealth: Leading with Confidence

In celebration of Women’s History Month, AlphaCore Wealth Advisory hosted the webinar Women and Wealth: Leading with Confidence. AlphaCore’s Madeline Hume, CFA® and Stephanie Williams, CAIA®, alongside renowned Retirement Expert, Author and Speaker Anne Lester, highlighted women’s roles in finance, financial literacy and explored retirement solutions.

Their conversation included:

  • The state of women in finance, their growing influence and rising control over financial assets
  • An exploration of women’s investment approaches, behavioral differences and the importance of representation in wealth management
  • The importance of advisors understanding individual financial and liquidity needs while supporting client goals
  • Anne Lester’s book—”Your Best Financial Life: Save Smart Now for the Future You Want“— as a resource for deepening financial understanding

During the discussion, our speakers emphasized the importance of women acquiring the knowledge to tackle investment challenges, seek information and leverage the support of advisors, empowering them to navigate financial decisions with confidence and success.

If you are interested in learning more, please do not hesitate to contact us.

About Anne Lester:

NJ-based Anne Lester—retirement expert, author, and speaker—is on a mission to help rising leaders retire on their time and target. Most recently, Anne spent 20 years as Head of Retirement Solutions for J.P. Morgan. With AARP,   she co-founded The Aspen Leadership Forum on Retirement Savings. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans’ economic security with the prestigious Ray Lillywhite Award. Anne is a media commentator with coverage from the likes of Bloomberg TV, Barron’s, CNBC, Forbes, The Wall Street Journal, and The New York Times.

Anne’s book Your Best Financial Life, which aims to help younger savers find long-term financial success by overcoming their behavioral biases, will be published by HarperCollins in March 2024.

For more, including speaking clips, visit AnneLester.com.

* Indicates a required field

I am interested in learning about the services of AlphaCore Wealth Advisory LLC, an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone and/or email, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

This consent is effective unless and until revoked by me, which may be done at any time by emailing compliance@alphacore.com, by calling 858-875-4100, or by notifying the representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.