Latest / BPC Streaming Network
dsm Wealth: Her Wealth, Her Way - Women Transforming Money and Legacy
On the dsm Wealth Podcast, host Suzanna de Baca explores the powerful shift happening as women earn more, inherit more and increasingly influence how wealth is managed and passed on in the episode “Her Wealth, Her Way: Women Transforming Money and Legacy.”
Suzanna is joined by Jana Weiler, estate planning attorney at Dentons Davis Brown; Erica Axiotis, president of the UnityPoint Health Des Moines Foundation; and Michelle Mahoney, CFP®️, senior vice president at CAPTRUST Wealth, who discuss how women are shaping financial decisions within families, philanthropy and long-term legacy planning…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.