Every day, 10,000 people turn 65 and there's a great wealth transfer happening. Join MarketWatch reporter Jessica Hall and Susan Hirshman, director of wealth management at Schwab Wealth Advisory for a discussion.Jessica joined MarketWatch last year to cover retirement after working for a business publication in Maine. She freelanced for Barron's and other publications while raising her two kids.
Prior to her current role, Hirshman was a Wealth Advisor for Schwab Private Client where she focused on UHNW clients. Before joining Schwab, she served as a Managing Director at J.P. Morgan. She has additional financial services experience from previous roles at Morgan Stanley and KPMG Personal Financial Planning Practice.
Hirshman earned a Master of Business Administration in Taxation from the City University of New York’s Baruch College and a Bachelor of Arts degree in Accounting from the State University of New York at Buffalo.