Intergenerational Communication -
Money: How to Talk about It and Why?
-Providence’s Women’s Planning Initiative tackles this sensitive issue as the initiative seeks to educate women about financial independence.
Providence, Rhode Island – 27 October 2010 – The need for women to become better prepared for financial security is the cause that brought together three top female professionals from leading local institutions- StrategicPoint Investment Advisors, Partridge Snow & Hahn, and The Rhode Island Foundation - to help women to make more competent, knowledgeable decisions. The Women’s Planning Initiative is lead by: Betsey A. Purinton, CFP®, Deborah DiNardo, Esq. and Carol Golden.
About Betsey A. Purinton, CFP®
Betsey A. Purinton, CFP®, Managing Director and Chief Investment Officer, serves as Senior Advisor, providing investment advice and wealth management to the firm’s clients.
About Deborah DiNardo, Esq.
Deborah DiNardo, Esq., co-chair of Probate, Trust & Personal Planning at Partridge Snow & Hahn LLP, provides counsel to clients drawing on her extensive experience in trust and estate administration, and asset protection planning.
About Carol Golden
As The Rhode Island Foundation’s Executive Vice President and Chief Development Officer, Carol Golden has the overall responsibility for its asset development and donor stewardship activities.
In a recent presentation on intergenerational communication, the Women’s Planning Initiative addressed the following questions:
• Why is it so critical for women to talk about money – especially between generations?
• What gets in the way?
• How has the current economic environment impacted the conversation?
• What are people really saying when they talk (or don’t talk) about money?
Betsey, Deborah and Carol are available to discuss the unique issues facing women and how to address the challenges of talking about money with parents, children and grandchildren.
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