Recorded 5/12/2015

Women today have unique and ever changing financial planning needs. On average, women live longer, earn less, save less for retirement, and have different insurance needs than men. Faced with competing priorities of caring for kids and then aging parents, women tend to put everything ahead of themselves and find years later, that they have little saved. This class will identify transitions that women may face during their lifetime, including marriage, motherhood, career changes, divorce, retirement and widowhood. We will examine the challenges that come with each phase, psychological and financial, and will look at effective strategies for managing both.

Kristen MacKenzie, MBA, CFP® is an Associate Professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in Economics and later received her MBA at the University of Colorado. You can contact Kristen at kristen.mackenzie@cffp.edu.

Complexity Level: Overview