WOMEN OF WEALTH STUDY 2012
WOMEN OF WEALTH: WHY DOES THE FINANCIAL SERVICES INDUSTRY STILL NOT HEAR THEM?
Both the amount of wealth controlled by women and the rate at which it is increasing are extraordinary — 95% of women will be their family’s primary financial decision maker at some point in their lives.1 Today, women control 51.3%, or $14 trillion, in personal wealth, and that figure is expected to grow to $22 trillion within the next decade.2 The Family Wealth Advisors Council (FWAC) is deeply committed to serving the needs of Women of Wealth as they assume this position of influence and desire to make informed and beneficial choices for themselves, their families and their communities.
FWAC advisors are recognized leaders as authors, speakers and researchers on women’s financial needs and believe that women today cannot be treated collectively. Instead, they must be understood individually for their unique money journey and the financial demands that will come with different stages of their lives. Transitions through retirement, career changes, divorce, losing a spouse, or balancing demands of children and aging parents impact women’s financial well-being. As a result, women want to be listened to, treated with respect, and educated about personal finance so that she can become her own best advocate.
In February 2012, FWAC will unveil it’s most recent study on the unique needs of women: Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them? The study is one of the most comprehensive ever undertaken on affluent women. More than 550 successful women from 44 states weighed in on money, what they seek in a financial advisory relationship, and the critical issues they now face and anticipate. The results suggest that where a woman is on her money journey has every implication for what she needs.
For more information about this groundbreaking study, please contact Heather Ettinger of Fairport Asset Management at firstname.lastname@example.org or Eileen O’Connor of Hemington Wealth Management at email@example.com
SPEAKING ENGAGEMENTS & WORKSHOPS
FWAC members are seasoned speakers on wealth management in general and on women of wealth in particular. They speak regularly at large national conferences as well as in their local markets on a variety of topics including:
- Insights from the 2012 FWAC Women of Wealth Study
- Women and the Wealth Management Model
- What the Married Woman Should Know
- What the Working Woman Should Know
- What the Divorced Woman Should Know
- What the Widow Should Know
- What Should Women Expect from Their Financial Advisor?
- Raising Financial Responsible Children in an Affluent Family
- Five Key Concepts for Financial Security
Additionally, FWAC members will work with organizations to tailor their presentation or workshop to specific objectives.