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Noteworthy Women - A conversation with Jean Chatzky

The Private Bank hosts NBC’s Jean Chatzky for Women & Wealth client events

More than 150 Wealth Markets clients and prospects gathered in San Francisco and Los Angeles for a pair of events titled, Noteworthy Women: A Conversation with Jean Chatzky, featuring the award-winning personal finance journalist and financial editor of NBC’s TODAY Show. 

During the luncheon programs , Lisa Roberts , interviewed Jean on a number of financial topics, including the differences in how women and men approach investing and finance; how to teach children about money; and what women should do to plan for their parents’ and their own care in their later years.  Jean also answered a variety of questions from the audience.

Jean has become an expert on the subject of women and finance.  In addition to her work on the TODAY Show, she is a best-selling author of 11 books on personal finance, including her most recent book Women with Money.

“It was exciting to get to know Jean and interview her in front of our valued clients,” says Lisa.  “She is so knowledgeable and personable that it feels like you’re chatting with a friend while she imparts really valuable and useful advice.  Our clients loved her and appreciated her common sense approach.”

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