CXS | Women, Money & Power Study: Empowered and Underserved - Noon

Despite their rising workforce participation and escalating income women still have major gaps and unmet needs in achieving comfort and confidence with money. Whether by circumstance or by choice, women are finding themselves in roles of responsibility for long-term financial needs and security.  This study offers new insights on how women surveyed responded regarding current attitudes and behaviors  what women need and want, and how they can better interact with financial professionals.

• Is it possible to have my desired lifestyle in retirement?
• How to provide retirement income for life.
• Guidelines in investing  for retirement, whether on a joint income or on a single income
• Women in non-traditional families:  whether single, divorced, widowed, partnered, or never married, specific planning tips
• What steps do I need to take to be more active in financial strategies?
• What risks do I need to consider in planning for retirement?

Juliann F. Smith has been in the financial planning industry since 1984. She is President and founder of the independent investment and risk management firm of Advanced Financial Solutions, L.L.C. 

Christina Lomas has been in the financial industry for 15 years.  Advanced Financial Solutions, LLC provides a wide selection of investment and risk management services with an emphasis on the areas of retirement planning, qualified plan rollovers, account consolidation and diversification, and risk management. 

Juliann and Christina are dedicated to matching strategy with a client’s goals and objectives. They co-authored the book “Who Wears the Financial Pants: 12 ½ Ways for Women to Get a Leg Up On Their Finances”, co-hosted two Hot Talk Radio Shows locally, and co-authored  the Financial Planning Column of Flourish Magazine. Juliann and Christina are also involved with fundraising efforts for American Heart Association, Salvation Army, St. Michael’s Center, Canine Companions for Independence Service Dogs and Harvesters.