Tuesday, July 28, 12:00 - 1:00 PM EST
Free members-only event
Join us for a special two-part financial planning series with Molly Townsend, a Certified Financial Planner™ at UBS, specifically designed to help women learn how to take control of their financial futures and navigate turbulent economic times. This is exclusive to WMG members.
Molly will cover:
- Why women must break the cycle of financial abdication
- Insights from women on obstacles they've faced taking control of their wealth
- How to start the conversation around your finances and your future
Molly Townsend is a CERTIFIED FINANCIAL PLANNER™ with the Zelniker Dorfman Group at UBS. She began her financial services career in 2008 in her hometown of Chicago before moving to NYC in 2015 to join the Zelniker Dorfman Group. Leading the team’s financial planning process, Molly works closely with a broad range of multigenerational clients to gain an understanding of their priorities and help them articulate their goals. Analyzing clients' retirement, education, tax, philanthropy and wealth transfer opportunities, she prides herself on her ability to connect individually with clients and talk about the things that matter most to them.
Molly manages the team's 401(k) plan practice, and specializes in insurance, annuities, Social Security, pension income and 529 plans. On any day, she may discuss the risks of a highly concentrated position with an executive, help a widowed client navigate Social Security and survivor benefits, or work with a family to explore lending options for a vacation home. With all the ways her clients turn to her for advice and guidance, Molly prides herself on helping them live their lives to the fullest.