Purse, Power and Planning: a Roundtable Discussion Just for WomenOctober 10, 2013 12:00 am
Betsey Purinton, CFP® (Managing Director and CIO) and Christine Canapari (Financial Advisor and Manager of Client Service) moderated “Purse, Power and Planning: a Roundtable Discussion Just for Women” on October 9, 2013. StrategicPoint’s Women’s Planning Initiative joined forces with the Rhode Island Foundation, legal firm Partridge, Snow & Hahn, LLP and the Women’s Fund to help participants address issues on financial security, charitable giving and legacy planning. Attendees, seated in women’s circles, voiced concerns and shared various strategies and viewpoints on the issues.
Betsey is a Founder of StrategicPoint’s Women’s Planning Initiative, an educational effort designed to help women become – and stay – financially independent. WPI caters to the unique needs of successful women who often face the challenges of handling their own finances. It was created to educate women about financial choices and empowering them to make more competent, knowledgeable decisions.
“I believe women learn best when they are given an opportunity to share their own experiences. Conversations at roundtable discussions can become personalized and enable participants to feel that their concerns are not isolated.” said Betsey Purinton, CFP®.
The information contained in this post is not intended as investment, tax or legal advice. StrategicPoint Investment Advisors assumes no responsibility for any action or inaction resulting from the contents herein. Betsey’s opinions and comments expressed on this site are her own and may not accurately reflect those of the firm. Third party content does not reflect the view of the firm and is not reviewed for completeness or accuracy. It is provided for ease of reference.