Financial advisor Cathy Curtis discusses some of the planning needs that are unique to women and how she approaches them in her practice, topics addressed at the Morningstar Investment Conference this week.
Gain access to the Morningstar Investment Conference on demand to hear more from Cathy Curtis and Christine Benz on the future of advice.
Christine Benz: Hi, I'm Christine Benz for Morningstar. How are women's needs as investors different than, or similar to, their male counterparts'? Joining me to discuss that topic is Cathy Curtis. She's head of Curtis Financial Planning, and in her practice she focuses on female clients. Cathy, thank you so much for being here.
