Today, women control the majority of wealth in America. With this wealth comes more financial responsibility and complexity, often intertwined with juggling careers, caregiving, and life’s transitions.

RBC Wealth Management’s Women and Wealth Workbook is a practical guide designed to help you think comprehensively about your financial health—and identify actionable steps you can take to build more confidence in your future. You’ll find strategies designed to grow, manage, and protect your wealth, plus worksheets you can use to write your own financial story.

Objectives & Audience Takeaways

During this presentation, we will help you develop a framework to give you confidence and security in handling your wealth. This includes:

Discovering the role money plays in your life
Calculating financial expectations you anticipate throughout your life
Setting goals and listing concerns you have regarding your financial future
Developing an emergency fund and preparing for contingencies with proper insurance coverage
Developing a plan for your legacy