Allen Speaks on Breadwinner Women at National Conference

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This November Sharon Allen spoke at the InvestmentNews Women Adviser Summit in San Francisco, California. She shared her expertise regarding the concerns and needs of Breadwinner Women in our society. Drawing from the national research from the Family Wealth Advisor’s Council, of which Sharon is a member, she focused on the resulting data highlighting the challenges […]

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Holiday Conversation Starter – Family Financial DNA

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What are your plans for this holiday season? Why not include some meaningful financial planning conversation while you pass the turkey? Every family has a “Financial DNA”…a set of unique values and personality around money. These values guide life decisions that have economic impact. For example, if community is important to you, you might choose […]

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