Women and Investing

River Wealth Advisors hosted an afternoon tea and panel discussion focused on female investors on September 20 in the Lehigh Valley. The panel, which consisted of Eric Wiegand, CFP®, Debbie Hippensteel and Judy Savchak, and was moderated by Rebecca McClure, focused on what women can do to plan for a financially secure future, including how to manage through the loss of a spouse and estate planning. Our team walked through a fictional case study and engaged in meaningful dialogue with an engaged audience of over 35 participants. We plan to bring this event to Central Pennsylvania in the first half of 2023.

With Jennifer Collins, CFP®, and Debbie Hippensteel, Investment Portfolio Manager, leading the charge, the firm is uniquely positioned to help women gain a better understanding of their financial picture and plan for their future based on their specific goals and life objectives. When working with married couples, we encourage both spouses to be informed and involved with the financial planning process. Having input from both helps us to refine the personalized financial strategies that will guide them through life-changing events in the future. We also can assist women who suddenly find themselves faced with making major financial decisions but have limited experience with investment matters.

Please contact Jennifer Collins at jcollins@riverwealthadvisors.com or at717.888.9830 if you are interested in seeking guidance for your specific situation.