Women’s Intergenerational Communication
Money: How to Talk About it and Why
On Thursday, October 21st, seventy women gathered at The Rhode Island Foundation for The Women’s Planning Initiative’s third event, titled Women’s Intergenerational Communication: “Money: How to Talk About it and Why.”
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 event was conducted by: Betsey A. Purinton, CFP®, Deborah DiNardo, Esq. and Carol Golden.
The latest session focused on the importance and challenges of talking with family members about estate planning, gifting and investments. Attendees were encouraged to bring a female family member with them.
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?
 Moderated by Former RI Attorney General Arlene Violet, the panel included:
Betsey A. Purinton, CFP®, StrategicPoint Investment Advisors
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.
Deborah DiNardo, Esq., Partridge Snow & Hahn LLP
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.
Carol Golden, The Rhode Island Foundation
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.
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