Women, Money and Unlocking The Future with Lorna Kapusta

More Elephant

In this episode of the More Elephant Podcast, Lorna Kapusta, Head of Women and Engagement at Fidelity Investments, discusses the importance of financial planning and investing for women. The conversation discusses how often we leave behind the teaching of financial literacy and underappreciate the need for tailored solutions to meet women’s unique needs.

Lorna candidly shares her journey, including anxiety and stress related to her lack of financial well-being earlier in life and the pivotal More Elephant moments that led her to her current role. We discuss the Women Talk Money program and the power of women supporting women in financial conversations, which has elevated in importance as a post-pandemic response to rethinking how we approach financial health.

We align on the importance of financial education and empowerment for women. Lorna emphasizes the need for women to start somewhere and engage in myriad resources beyond Fidelity to begin saving, investing, and planning for the future. The conversation showcases Fidelity's commitment to supporting women. Listen, learn, live, better indeed!
Key More Elephant Takeaways in this Episode:

• Lorna talks about her all-to-common journey of not understanding financial planning and health armed with a college degree and working for a blue-chip financial services company in NYC
• How the pandemic heightened the anxiety about money and Fidelity’s initial response to provide resources and information for a few months turned into a still-standing community working as one to shape the future
• We discuss the evolving needs of women and families in an ever-changing financial landscape and Fidelity's commitment to supporting diverse family structures with tailored financial solutions.
• and more..