report by BlackRock
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Goals/Needs-Based Investing
Women and savings: Your future in focus
We’re talking about women’s finances, including how to identify your goals and decide what you may need to save for the future.
Client Relationships
Ways Women Can Save and Build Wealth
This piece is approved to use with clients.
We’re covering women’s financial wellness. You’ll learn about real steps you can take to build wealth and save for retirement.
Protect Your Family
Expanding and Protecting Your Savings
This piece is approved to use with clients.
Learn additional ways to save if you’ve already maxed out your retirement savings accounts and different strategies worth considering to help protect your hard-earned income and assets.
Goals/Needs-Based Investing
Reassessing finances after a market downturn
This piece is approved to use with clients.
Let’s take a look at your accounts to make sure they still align with your financial goals moving forward—especially if your goals and needs have changed.
Behavioral Finance
The Unconscious Nudge: Behavioral science and its financial implications
Over the course of this presentation, we will talk about how the brain systems work and how it impacts decisions that people make.