While exploring ways to best live out our company’s purpose, to Help Others Succeed, we discovered there is a clear opportunity to offer services that target the unique needs of our female clients. Many of these clients desire to gain a much deeper understanding of financial matters on a broad spectrum of topics – business planning, networking, death of a spouse, estate planning, divorce, budgeting, family finances or caring for aging parents, to name a few. DEPTH applies to the unique needs of our female clients in the form of programming, conversation circles and individualized consulting.
Below is a curated collection of videos and useful links that cover financial matters on a broad spectrum of topics.
Caring for Aging Parents: Part 1
Caring for Aging Parents: Part 2
Caring for Aging Parents: Part 3
Learn More About DEPTH
If you are interested in learning more about Oakworth’s DEPTH Specialty, please fill out the secure form below and an Oakworth client advisor will contact you.
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