UBS asked thousands of women through our Own Your Worth research how they manage money, who makes major financial decisions in their household, and why. We learned that almost half of women are not involved in their long-term finances, and often wonder where to begin.*
We at UBS developed the Money Moves program and the My Money Moves site for women who want to take that first step. We will share tips, tools and the top 10 money moves—without jargon or complexity—to help you make your first “money move.”
A money move can be anything that helps you participate more fully in your financial life—any action that brings you closer to the future you want.
You can’t make your dream come true if you don’t know what it looks like. Figure out what truly matters to you, and what you want in your future. Then, make moves to make it happen.
Key Discussion Topics:
- What does your dream future look like? What do you want your money to do? The possibilities are endless, so explore them all and find yours.
- How do you want to change your world? Figure out the type of impact you want to have, and the people or causes you want to support.
Facilitator: Jarrett Strickland
Guest Speaker: Carey Shuffman
About Carey Shuffman:
Carey Shuffman is the Head of the Women’s Strategic Client Segment, a role she’s held for three years. She is responsible for the development and implementation of UBS’s strategy to address the unique financial needs of women, with a focus on financial education and research, client engagement and creative content. Carey also works closely with Field Leadership and Financial Advisors across the country to promote these efforts and support Advisors in working with female clients and prospective clients. As a subject matter expert on the topic of women and wealth, Carey travels the country speaking at seminars and events and also conducts virtual engagements. She has been a regular contributor to print and television media, including Barron’s, Yahoo Finance, BOLD TV, the Chicago Tribune, Kiplinger and more. She also speaks at large-scale conferences and corporate organizations on women’s financial empowerment and financial well-being, and has spoken to audiences at Google, the National Football League (NFL), The Female Quotient and more.
Carey has been with UBS for 9 years and previously held a number of strategic roles across the firm, including the Sales Strategy Team and Wealth Management Transformation, where she focused on building out the firm’s holistic wealth management and financial planning services. Carey first joined UBS as an analyst in the Graduate Talent Program (GTP), and she is also a past recipient of the UBS Global Employee Volunteer Award for her work in the local community.
Carey received her BA in Economics from the University of Pennsylvania and holds her Series 7 and 66 licenses. She currently resides in New York City.