Women and Wealth Webinar - Get Financially Fit in 2025

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Every journey starts with a single step. This year, take charge of your finances by setting goals that pave your way to success. Watch our Women & Wealth session where we discuss taking charge of your finances by setting goals that pave your way to success.

Topics We Discussed:
  • Identifying and Prioritizing Your Financial Goals
  • Goal-Based Planning for Your Stage of Life
  • Setting and Keeping Goals Using the SMART Method

Guest Speakers:
Donna Murray | Senior Vice President, Director of Wealth Planning
Jennifer Thompson | Senior Vice President, Wealth Advisor
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Click the links below to access accompanying resources for this event.
 

SMART Goals Worksheet
Budget Worksheet

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Important Legal Disclosures and Information

  • SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they FDIC insured, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
    This material is furnished for use by SouthState Wealth clients and subscribers to this report, and may not be redistributed, retransmitted or disclosed without our express written consent. Any unauthorized use is prohibited. We do not provide legal, tax or accounting advice. This material should not be construed as individual investment advice, since such advice is dependent on your specific investment objectives, financial situation, or particular needs. You should consult with us regarding these matters. Neither SouthState Bank, N.A. nor any director, officer or employee of SouthState Bank, N.A. accepts any liability for any direct, indirect or consequential damages or losses arising from any use of this material.
    This material is based upon information that we consider reliable, but we cannot guarantee its accuracy, timeliness, or completeness. Opinions expressed are those of the author(s), and are current as of the date written. Neither the information nor any opinion expressed constitutes an offer or recommendation to buy or sell any security. SouthState Bank, N.A., its affiliates, officers, directors, employees, including persons involved in the preparation or issuance of this material may own, buy or sell securities of companies mentioned. Index results assume the reinvestment of all dividends and interest; no index can be directly purchased or sold.

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