Taking Charge: Women and Finances

 

 Take charge of your financial life with Amy Doherty's
 in-home workshops for you and your friends.*

 
 
 

The Facts:

  • 90% of women feel financially insecure, despite controlling more wealth, having more education and being more involved with financial decisions**
  • 80% of women will, at some point in their lives, be solely responsible for all household financial decisions****
  • Only 49% of women have savings and investments greater than the total amount they owe on any consumer debt**
  • 50% of women over age 65 outlive their husbands by 15 years***
 ** Financial Advisor Magazine, July 2008 Issue
*** MileStone Bank, “Financial Empowerment for Women”, February 4, 2009
 
Due to these statistics, women may need to be more in control of their financial lives. In order to take charge they need knowledge. Helping women become more educated and financially confident is one of Amy's missions.

 

With more than twenty workshops to choose from, through Amy's in-home presentations you and your guests can learn and understand topics such as:

 

  • The unique financial challenges faced by women
  • Principles of sound financial managment
  • Strategies to increase college or retirement savings
  • Fundamentals of estate planning
  • Details specific to: Investing, IRAs, Life Insurance, Long Term Care Insurance

By hosting a workshop in your home, you can provide a relaxing evening with friends along with a comfortable learning environment where you can learn and gain better confidence in your financial matters. Amy provides the refreshments and you provide a fun, social evening with an important educational benefit to your guests.*

For more information on the workshops view the brochure or contact Amy by using the Contact Information on this site.

*In-home workshops are only available in Massachusetts.