A women-focused investment planning conversation with UBS Financial Services

Join us as Barnes Wendling Director Janine Iacobelli chats with Senior Wealth Strategy Associate, Emily Minnich, CFP, and Senior Vice President of Wealth Management, Damion Crannis, CFP, of UBS Financial Services. They address how women can take charge of their financial freedom through various investment planning strategies to own their net worth.

A sampling of the questions addressed:

  • What are the main reasons why women should own their worth?
  • How can you determine your net worth?
  • What should you do to prepare when a life-altering situation takes place?
  • How do you build a support team for future financial plans?

View Transcript Here 

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