UPCOMING WEBINAR
Building the Future of Advice to
Meet the Needs of Female Clients
(1 CFP® CE Credit)
Tuesday, March 15 from 2:00 - 3:00 p.m. ET
As the share of wealth controlled by women increases, there is a great opportunity for financial professionals willing to meet the unique financial needs of female clients. These opportunities are present for female financial professionals as well as any advisor willing to better understand the experiences and preferences of these clients.
Join our panel as we dive into better understanding women’s relationships with money and discuss how fostering an inclusive culture and promoting gender diversity can help the financial services industry keep pace with the demographics of society and better meet the needs of all people.
Moderator
Celeste H. Revelli, CFP®
Director, Financial Planning
eMoney Advisor
Presenters
Genevieve E. Thayer, EPC
Co-Founder | Beacon Partners, LLC
Co-Host | Get Real!
Chloé A. Moore, CFP®
Founder | Financial Staples
Co-Founder | BLatinX (BLX) Internship Program
Nina O'Neal
Partner & Investment Advisor | AIM Advisors
Founder | Female Advisor Network
Can't make it to the live session?
Register anyway, and we'll send you the recording.