TFA Expands “Women & Wellness” Financial Roundtable Discussions

TFA Expands “Women & Wellness” Financial Roundtable Discussions

Just in time for Women’s History Month in March, and in response to data showing women’s increased interest in saving more for unexpected circumstances since the pandemic, Tompkins Financial Advisors is growing its recently launched Women & Wellness financial roundtable discussions across its footprint. The free monthly program began this fall in Central New York, but interest from beyond the region, along with the virtual format, led to a decision to make the forums open to women in the Hudson Valley. Each 30-minute session features a female financial expert sharing experiences and tips around financial well-being. The next presentation will be held on Wednesday, March 17 at 10 a.m. EST.

Led by Michelle Ochs, assistant vice president and trust counsel for Tompkins Financial Advisors, the March discussion will center around “Estate Planning: Modern Families Need Modern Planning” and will cover of-the-times estate planning issues, including those facing blended families, divorced families, cohabitating couples, single parent families and more. To register for the next Women & Wellness Monthly Financial Roundtable Discussions, or future roundtables, please visit http://webinar.tompkinsfinancialadvisors.com/women-and-wellness.

Previous sessions have been recorded and can also be accessed through the registration link on Tompkins’ website, including presentations on “Investing 101,” “Managing Your Finances During Periods of Uncertainty,” “Financial Planning: Time to Take Control,” “The Art of Building Wealth,” “Retirement Planning: Living Longer & Saving More.”

“The response to the first five roundtables was incredible,” said Susan Redsicker, Tompkins Financial Advisor’s vice president and director of financial planning and one of the program’s founders. “Our goal, when we got started, was to educate women in the community and to create a space for women to talk frankly about money. Including women in the Hudson Valley is an important step in making sure more women have access to these vital conversations.”

About Tompkins Financial Advisors:

Tompkins Financial Advisors is the wealth management firm of Tompkins Financial Corporation, a leading New York State-based financial services holding company. With more than a century of experience, Tompkins Financial Advisors provides customized wealth management strategies. Locations include Ithaca, NY; Rochester, NY; Buffalo, NY; White Plains, NY; Wyomissing, PA and Blue Bell, PA. Wealth Advisors also are available by appointment at Tompkins Financial affiliate locations, including Tompkins Trust Company, Tompkins Mahopac Bank, Tompkins Bank of Castile, Tompkins VIST Bank and Tompkins Insurance Agencies. For more information, visit www.tompkinsfinancialadvisors.com or follow the firm on LinkedIn.

By | 2021-03-12T12:37:39-05:00 March 12th, 2021|Member News|0 Comments

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