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Event

When: May 3, 2023
Where: Webinar hosted by Women Working Together®

"Laying Down the Law on Personal Finance: What Women Need to Know," Day Pitney's Women Working Together®

On May 3, Day Pitney's Women Working Together® (WWT®) hosted a virtual event to brief women attorneys on what's most important, financially, in each decade of life starting in their 20's and working into their 70's. The event featured Nora Yousif, CFP, CDFA, MBA at Empow(Her) Wealth Group of RBC Wealth Management.

The event reviewed strategies for optimizing the proper savings amount and becoming a college savvy parent and revealed key insights into protecting a family's financial well-being. Additional topics included how to achieve retirement goals, advanced strategies to maximize future social security monthly benefits, how to take advantage of rising interest rates, and how to avoid investing pitfalls midst this transitioning economy.

Yousif is a 3rd generation Financial Advisor and Senior Vice President of the Empow(Her) Wealth Group of RBC Wealth Management helping her clients make smarter decisions when it comes to their wealth planning and investments. She has presented on personal finance and investments for over 350 organizations. Yousif frequently contributes to radio and tv shows like Channel 5, NBC Boston, CBS, and Yahoo! Finance. Yousif has been published in CNBC articles and MarketWatch. Yousif was honored to be named a 2023 Best-in-State Top Women Wealth Advisor by Forbes.** Finally, she received her MBA from MIT Sloan trained, having been immersed with some of the brightest minds in the world of finance.

**The 2023 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2023. Data as of 9/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor's future performance. For more information: www.SHOOKresearch.com.

Day Pitney's WWT® is led by co-chairs Erin Magennis Healy and Andraya Pulaski Brunau and provides mutual support, professional growth and community service opportunities to women attorneys at the firm and to clients.

 

Additional Details

Webinar hosted by Day Pitney's Women Working Together®

Related Professionals

Erin Magennis Healy
Erin Magennis Healy
Partner
Parsippany, NJ
| (973) 966-8041
Andraya Pulaski Brunau
Andraya Pulaski Brunau
Partner
Hartford, CT
| (860) 275-0146

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