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May 21, 2019

Potomac, MD

HerPath Learning Session: Navigating the Opportunities, Challenges and Emotions of Living with Wealth

Living with wealth often creates unique opportunities. But these opportunities can also present challenges — challenges that are often due to differing perspectives family members, friends and society have around wealth. In our society money is often deemed a “taboo” subject making it difficult to openly discuss the emotions and challenges involved.

In this session we will explore varying perspectives around wealth, how your experiences have shaped your views, and how those views and experiences guide your decisions today. The program is intended to help you devise a practical approach to navigating the opportunities and challenges of living with wealth.

Please note this event is intended for Pathstone’s female clients, as well as other women among their friends, family, and network. Please feel free to invite those who may be interested.

For questions or to register, please contact Anna Veret at averet@pathstone.com or (857) 305-3031.

Jan 29, 2019

Boston, MA

HerPath Learning Session: Gender Lens Investing

On January 29, 2019, HerPath held a learning session designed to be an opportunity to “release your inner woman” and explore various approaches to investing with women in mind. Through an interactive conversation with our featured speaker Geeta Aiyer, President & Founder of Boston Common Asset Management, the group delved into what gender lens investing means, how this space has evolved over time, and how implementing a gender lens can change investment outcomes. Geeta shared personal stories from her years of experience focusing on this topic as an investor, as well as her perspective as a woman.

Nov 13, 2018

Potomac, MD

HerPath Learning Session: Investment Essentials

What is an ‘asset class’?” “So I’ve got an investment portfolio, but what does that mean and what questions should I be asking my advisor?” “What other investment strategies exist that I have not yet explored?” HerPath hosted an interactive learning session on November 13, 2018, designed to help participants enhance their investment knowledge, become more comfortable with investment jargon, and to better understand investment performance reports.