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Women’s longevity and leaving a legacy
Manage episode 329256277 series 3352848
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Women represent the next wave of growth in U.S. wealth management. By 2030, American women are expected to control $30 trillion in financial assets. As they earn more, inherit money from their parents and spouses, receive divorce settlements and pursue other investments, they will need to tailor their financial strategies. Ryan Bertrand, VP and Managing Director, Advanced Markets for Transamerica, joins Mary Beth on this episode to discuss how the financial services industry can adapt and better serve female investors.
This season is brought to you by Transamerica.
Guest Bio:
Ryan Bertrand, VP and Managing Director, Advanced Markets for Transamerica, has decades of experience in estate planning, financial planning, taxes, retirement planning and charitable giving. He is at the forefront of helping his team of professionals transform their client service models in ways that will help acquire, retain, and serve women as long-term investors.
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