support staff and advisors are trained to assist with women’s unique retirement
planning needs. ING Financial Partners, a network of 2,500 financial professionals including450 female advisors, offers seminars designed to help educate and encourage women to be moreproactive in their planning and saving.
will launch quarterly local seminars focused on women's needs includingretirement planning, education planning, business succession planning and other topics.
Principal Financial Group
offers resources through its website to help educate womenabout specific retirement savings strategies for their unique needs.
Raymond James Financial
has tools and resources to make retirement planning more engaging,collaborative, and easy-to-understand. This is critical to ensuring women understand thedecisions, trade-offs and opportunities they have in retirement.
works with women one-on-one through wealth advisors and outreach through women'snetworking organizations and seminars across their footprint.
supports the research activities of the State Farm Center for Women and FinancialServices at The American College and is also building awareness through education with its
Make it Possible
Center for Retirement Studies (“The Center”) focuses much of its annual
research on women. The Center offers actionable insights and recommendations to help womenof all ages to start talking about retirement planning and improve their retirement outlooks.
Wells Fargo Retirement
offers Beyond Today, a website with tools and checklists for women at
different ages and stages. From the site, there is also a blog with stories from celebrity bloggers
and women at Wells Fargo with perspectives on budgeting/organization, reinvention andplanning. Wells is also hosting a series of conversations with
and experts onretirement planning in a live webcast.
Western & Southern Financial Group
offers a variety of products to assist women in savingfor retirement, including life insurance, mutual funds, and deferred annuities.
The number one way women and men can increase their retirement security is by SAVING EARLY. The Roundtable published a white paper earlier this year
showing how individuals can put the power of compound interest towork in their favor if they start saving early.
The Roundtable delivers “Fast Facts” each week to select opinion leaders in the financial services industry,