On-demand webinar

Personal finance tips for busy women

It's crucial to assess your financial strategy and ensure you're well-prepared for the future. Our financial experts, Lisa Caplan and Rebecca Stein, explore how busy women can navigate the complexities of financial planning.

6th Mar 2024 Webinar

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To support International Women's Day and help empower women with financial knowledge, we sat down with finance industry experts Lisa Caplan and Rebecca Stein to discuss female financial priorities across every decade of your life.

What's included in the discussion?

  1. Explore the financial considerations for women throughout life, such as marriage, divorce, childbirth and career transitions
  2. Learn the importance of estate planning, wills and trusts
  3. Review your budgeting techniques and find out about helpful tools and apps to help with cash management
  4. Understand the gender pay gap and its impact on finances
  5. Demystify investing terminology and explore different investments options like stocks, bonds and ETFS
  6. Address the unique challenges women face in saving for retirement, like career breaks or lower lifetime earnings

Meet the hosts

Lisa Caplan

Lisa Caplan

Head of OneStep Financial Plans

A chartered Financial planner, using technology to make it easier for people to move forward towards financial wellbeing. Lisa combines digital experience gained at Nutmeg with Financial planning knowledge gained over thirteen years working in personal finance.

Rebecca Stein

Rebecca Stein

Head of Tailored DFM

Rebecca builds tailored investment portfolios for private clients and intermediaries, meticulously considering each client's unique circumstances for a truly personalised experience. Rebecca has over a decade of expertise in the financial services industry and is a Chartered Fellow of the Chartered Institute of Securities and Investments. Holding a Level 7 Chartered Wealth Manager Qualification, she possesses the comprehensive knowledge required to deliver exceptional service to her clients.

Erica Whyte

Erica Whyte


Erica is a presenter and digital content creator from Toronto, Canada. Prior to her role as Spokesperson and Head of Content Strategy at Charles Stanley, Erica was a live events host and reporter in various cities in the United States.

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