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Women & Finance Knowledge Circle: Caregiving Workshop

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Includes a Live Web Event on 02/09/2023 at 12:00 PM (MST)

According to the CDC, two out of every three caregivers in the United States are women. Women who take on the responsibility of caring for aging parents or other friends and family, whether through health, sickness, or disability have unique needs. This interactive session will explore the growing need for caregiving and how advisors and financial professionals are helping their clients who are caregivers.

Ashley Ilardo

Regional Director and Vice President

Dimensional

Regional Director and Vice President Ashley Ilardo works with teams across the Global Client Group to deliver outstanding client experiences through Dimensional's specialty groups and communities. She is the leader of Dimensional's Women and Wealth Community, Dimensional's largest client community, which brings together advisors to better support women investors across different demographics and life stages. She also serves as Chair of the firm's Women's Inclusion Network.

 In her career at Dimensional, Ashley has worked with some of Dimensional's largest and most complex client relationships as part of the Enterprise and Bank Trust Groups.
 
Prior to joining Dimensional, Ashley was an investment executive at National Securities, where she established and maintained relationships with high-net-worth individuals. She holds an MS in finance from the University of Texas at Austin and a BS in mathematics and economics from Adelphi University.

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Women & Finance Knowledge Circle: Caregiving Workshop
02/09/2023 at 12:00 PM (MST)  |  60 minutes
02/09/2023 at 12:00 PM (MST)  |  60 minutes According to the CDC, two out of every three caregivers in the United States are women. Women who take on the responsibility of caring for aging parents or other friends and family, whether through health, sickness, or disability have unique needs. This interactive session will explore the growing need for caregiving and how advisors and financial professionals are helping their clients who are caregivers.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available