90% of females will be the sole financial decision makers at some point in their life1. Franklin Templeton’s Own Your Future program is designed to empower women to take control of their finances by providing resources that can help you feel confident when searching for the right financial advisor for your needs. The right advisor will not only help you develop a financial plan for your retirement, but can help guide you through difficult transitions and new responsibilities that you will face throughout your life.
Understand your immediate financial needs when dealing with an illness in the family, read tips on how to create a financial plan and information that can help you find the right financial advisor
Adjust your financial plans after a separation or divorce, learn how to find an advisor who can help during this situation and what questions you should ask when meeting an advisor for the first time.
Learn the responsibilities and duties of an executor, understand who the executor typically works with and what steps you should take when managing the assets of an estate.
Prepare to re-evaluate your retirement plan following the death of a partner, understand your financial situation and read tips on what information you should provide to your financial advisor.
In this short video, CEO Duane Green speaks to the importance of having a financial plan, at every stage of life.
Franklin Templeton is proud to partner with Girls Who Invest, a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry.
In this article, CEO Duane Green discuses opportunities for women in the financial industry.
Over the next 10 years, women will be the biggest recipients of wealth transfer. This Globe and Mail article highlights some ways they can find the right financial advisor for their needs.
Franklin Templeton’s 2016 RISE survey found that 60% of women are not confident that they will have enough money in retirement. Even the most diligent savers have trouble meeting their retirement goals when they are investing alone. The right financial advisor can help you create a long-term financial plan that keeps your investments on track and acts like a trusted partner that helps you through the financial challenges of life.