As an advisor, you can help empower and educate your female clients on the best ways to fulfill their financial potential. Walk away with actionable takeaways that allow your clients to take charge of their financial futures at any life stage.
Over the last half-century, women’s roles have evolved and changed, and while strides have been made, women still fall behind men financially in terms of earnings, investing, and retirement savings. As an advisor, you can help empower and educate your female clients on the best ways to fulfill their financial potential. While traditional investing programs have ignored the unique experiences of women that impact their financial lives, modern plans acknowledge the unique circumstances that impact women more than men, including caregiving, gray divorce, and widowhood. Whether you are just starting your career, redefining wealth, planning philanthropic giving, or helping your clients retire, there are steps to help your clients become more confident and empowered when dealing with finances. Walk away with actionable takeaways that allow your clients to take charge of their financial futures at any life stage.
Speakers:
Angie O’Leary, Head of Wealth Planning, U.S. Wealth Management, RBC Wealth Management
Leslie Geller, J.D., LLM, Wealth Strategist, Capital Group
Jennifer Pearce, VP, Business Development, Transamerica
Kelly Walsh, CIMA®, RCC®, Director, Global Wealth Consulting, and Capital Markets at CGI Coast Capital Wealth Management (British Columbia)
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
Expiration:
- One year from the date purchased