Unveiling the New XML Women Division
XML Financial Group, a distinguished independent wealth and investment management firm, has recently announced the inauguration of its new XML Women website, along with the relaunch of the XML Women Division. This initiative reinforces their dedication to providing personalized financial guidance specifically tailored for women.
Addressing a Significant Financial Shift
The relaunch comes at a crucial time when the financial landscape is changing, particularly with the forecast that female-controlled assets will ascend to an impressive $34 trillion in the U.S. by 2030. This figure represents a substantial 38% of the nation’s total assets. To navigate this evolving financial environment, the XML Women Division stands prepared to offer female clients robust tools and expert advisory services.
Holistic and Empathetic Financial Solutions
Michelle P. Cooper, JD, MBA, serves as the Director of XML Women, emphasizing a holistic approach that combines empathy with expertise. This division aims to deliver personalized solutions tailored for women at every stage of their financial journey, whether they are professionals developing their investment strategies or retirees safeguarding their legacies.
Tackling the Retirement Savings Gap
XML Women aims to bridge a concerning financial gap observed nationwide: research indicates that women tend to retire with about 30% less in savings compared to men, yet they often live an average of five years longer. Such disparities elevate the risk of outliving retirement resources. To combat this issue, XML Women offers detailed financial education, community support, and personalized planning to help women achieve financial security.
The Leadership Team Behind XML Women
Under Cooper's leadership, the XML Women Division is guided by a strong team, which includes:
- Shawna Bieda, CFP® – Senior Wealth Advisor
- Nicole Treiber – Wealth Advisor
- Hannah Myers – Director of Marketing
Upcoming Events and Initiatives
The relaunch of the XML Women Division will highlight an upcoming virtual event that features a panel of accomplished female advisors and financial experts. This event will include live Q&A sessions, interactive audience polling, downloadable financial tools, and exciting giveaways. In addition, XML Women intends to introduce a series of mini-webinars and video content concentrating on topics such as budgeting, investing, debt management, and family financial planning.
In-Person Engagement and Valuable Resources
As part of its commitment to enriching women’s financial knowledge, XML Women plans to organize in-person educational events and publish monthly blog content that focuses on women's unique financial priorities. Stay updated with XML Women’s events and initiatives by following them on social media platforms.
About XML Financial Group
Headquartered in Bethesda, Maryland, XML Financial Group offers a comprehensive suite of wealth and investment management services to high-net-worth individuals and their families across the nation. The firm currently services approximately $4 billion in client assets. For further details about XML’s offerings, visit their official website.
Frequently Asked Questions
What is XML Women Division?
XML Women Division focuses on providing tailored financial guidance and services to women in various stages of their financial journeys.
How does XML address the retirement savings gap for women?
XML Women offers specific support and education to help women overcome the challenges of saving for retirement, recognizing that they often retire with less savings than men.
What types of events are planned for XML Women?
XML Women will host both virtual and in-person events, including webinars, panel discussions, and educational workshops aimed at empowering women financially.
Who leads the XML Women Division?
The division is led by Michelle P. Cooper, JD, MBA, along with a dedicated team of financial advisors and experts.
How can I stay updated on XML Women’s activities?
You can follow XML Women on social media for the latest news on their events and offerings.
