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Take charge – understand your finances, manage your advisors

In the first of our program of podcasts on how women can take charge of their wealth, Senior Relationship Manager, Yasmina Odjo, shares her expert advice on why it’s critical to take an active role in managing your personal wealth, how to find the right financial advisor for you, and how to make the most of that relationship. We’ll also touch on some of the key components that should make up your financial toolkit.

Download the transcript (1.18MB,PDF)

Disclaimer:

The material has been prepared for information purposes only and is not a solicitation to buy, or a solicitation to sell any product. The material and opinions are not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. This does not constitute an offer of solutions or services, but is only for the purpose of information dissemination.