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Tina Hurley
Head of Planning and Ultra-High-Net-Worth Solutions at Citizens Wealth. She discusses the impact of the Great Wealth Transfer on women and offers insights into client sentiment.
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Mar 14, 2025
• 17min
Great Wealth Transfer, Tax Free Tips
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Tina Hurley, Head of Planning and Ultra-High-Net-Worth Solutions at Citizens Wealth, shares insights on the Great Wealth Transfer's impact on women. She emphasizes the importance of financial education as more wealth shifts to female decision-makers. The discussion also touches on market fluctuations, personalized investment strategies, and the growing confidence of women in managing wealth. Meanwhile, wealth reporter Ben Steverman dives into the implications of tax policies on tips, exploring potential consequences of exempting them from taxation.
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