TIME IS AN ASSET

Events and education to help women own their financial future

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61%
of women surveyed
are skeptical about their ability to meet long-term financial goals*
are skeptical about their ability to meet long-term financial goals*

Unique Financial Challenges for Women

Need financial education designed for women? Watch our event recordings and take charge of your finances.

lighthouse underneath a bridge
Don't Get Frazzled by Finances
Transcript

No one expects you to be a financial expert. What you don't know can only hurt you if you don't ask. Getting answers could boost your confidence.

two women analysts discussing
Take Charge of Transition Points
Transcript

Life events and financial decisions go hand in hand. The more you understand the financial implications of life events, the better you can manage around them.

artwork showing building models
Be an Open Book
Transcript

Conversations with financial advisors must start from a point of trust. Get comfortable asking any question, because the answer could matter a lot to your financial health.

lighthouse underneath a bridge
The Longevity Challenge
Transcript

Great news - women are living longer, healthier lives. But that's expensive, so plan now to meet these higher costs in retirement.

two women analysts discussing
Decision Savvy
Transcript

Women who understand the financial consequences that come with the many choices they have today can make better planning decisions.

artwork showing building models
Put Financial Fears to Bed
Transcript

Don't wonder whether you've planned enough for a secure future. Get help! Financial confidence comes from knowing what questions to ask.

54%
of advised women surveyed
strongly agree they wouldn’t meet their long-term financial goals without their financial advisor*
strongly agree they wouldn’t meet their long-term financial goals without their financial advisor*

Start the Conversation With an Advisor

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Why Work With an Advisor?

Women's finances are all about taking control and having choices. Why not work with an expert who can help make that possible?

How Do You Find an Advisor?

It’s a matter of what, where and how. There are several organizations that can help get you started. Check the links below.

Learn more about our partnership with Redbook


Nothing herein is intended to serve as a recommendation or endorsement of any particular accrediting organization or investment adviser. Investment advisers and other parties with which MFS has a business relationship are responsible for any obligations that they may have to disclose such relationship.

MFS is not responsible for, and does not expressly or implicitly control or endorse the content of, advertisements, products, advice, opinions, recommendations or other materials on or available from other pages or any website owned or operated by a third party. MFS has not been involved in the preparation of the content supplied at these unaffiliated websites and does not guarantee or assume any responsibility for their content.

*METHODOLOGY: MFS Investment Management reexamined the research behind its Heritage Planning program by conducting a study among individual investors in the United States. The sample totaled 2,000 respondents (998 females and 1,002 males). Among female respondents, 181 were Gen Y investors, 332 Gen X investors, 382 baby boom investors and 115 silent generation investors. To qualify, individual investors must have $50K or more in household income, own at least one mutual fund, have at least 1% of their assets under advisement (i.e., using a financial advisor), and make or share in the financial decision making for their household. The survey was conducted from December 14, 2016, to January 9, 2018. MFS was not identifed as the sponsor of the survey.