Knowledge is Power Financial Strategies for Women.

As a woman, you’re used to wearing plenty of different hats, often at the same time. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. You face the challenge of balancing financial planning with a host of other priorities, including work and family. Enlisting the help of a financial advisor can help reduce the stress of a busy life and help you feel confident and in control.

Women face demographic and social realities that can affect their financial planning and decision making. Women are more likely to experience an income gap, live longer, fulfill multiple roles at work and at home. Also, women are often impacted by specific life changes differently than men. In this presentation, Theresa will take a close look at the way these four areas impact women’s financial lives and offer strategies to feel confident about your finances, both now and in the future.

BIO

Theresa Barnard is an 18-year veteran of the financial services industry. Before beginning her career with American Express Financial Advisors, Theresa spent several years as a behavioral health counselor. Her experiences working in behavioral health has provided invaluable insight and understanding of investor behaviors.

In 2010 Theresa relocated to New Orleans to partner with Rufus Cressend. Together they have developed Waterfront Wealth Management, an innovative financial advisory practice that focuses on meeting client needs with a collaborative approach utilizing the unique talents of the entire advisory team.

As a female in the financial services industry, Theresa recognizes firsthand the unique challenges that women may face in building financial security. Too many times she has worked with women that are uprooted due to divorce or an unexpected death. Theresa wants to ensure women have a trusted advisor that can help navigate difficult financial transitions and hopefully avoid such challenges by proactively building financial security.