How women can build confidence and take action in financial planning

At Equitable, we are dedicated to addressing the distinct challenges women face with financial planning. To deepen our insight, we’ve explored factors like relationships, life stages and personal priorities, and how they shape financial and retirement planning for women. Check out the resources below to see what we uncovered and how you can use this information to help you confidently build a secure future.

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How relationships can impact financial planning and priorities

See how life changes impact women’s attitudes toward financial goals.

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How women can build confidence with a financial plan and trusted guidance

Discover how working with a financial professional has influenced women’s path to financial freedom.

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How women can take action in retirement planning

Hear from Equitable CMO, Connie Weaver, on how women are a powerful and growing force financially.

Resources to empower you, wherever you are in your financial journey

Whether you are just getting started on financial planning or are looking to optimize your current strategies, it is important for you to have support. Here are some resources and information to help you on your quest for financial freedom.

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Starting out early and taking control

A good start can put women on a better path to financial freedom. Early in your career, it’s important to establish good money habits, earn what you deserve and take advantage of the power of planning.

Building wealth while balancing obligations

Whether you’re managing debt, paying expenses or saving for retirement, it’s important to enhance your financial knowledge and ensure you’re addressing every need.

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Preparing for retirement

As you approach retirement, one of your best priorities is managing your financial expenses in preparation for the next chapter. Retirement planning and protection options become increasingly important at this life stage.

We’re here to help women prepare for a secure financial future.

Interested in learning more?

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GE-6539537.2 (02/2025) (Exp. 02/2029)