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Women & Finance Knowledge Circle: Corner Office Choices - How Financial Planners Can Help Women Executives Navigate Their Four Financial Derailers

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Women executives confront unique issues around money that impact how their financial security may evolve.  These women are accomplished, intelligent, breadwinners, who are also tired, anxious about money, and overwhelmed with too much on their plates. We’ve seen that traditional financial planning has not focused on the unique challenges these women have and recognize that there is an opportunity for financial planners to provide more tailored planning and guidance to help these clients live life on their terms.

After years of guiding women executives we found there were four recurring financial derailers that prevented these women from living their best lives and achieving financial security.  In this webinar we’ll be sharing what those derailers are and the tailored solutions financial planners can provide to help these clients get off the treadmill and live a fulfilling, financially secure life.

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Women & Finance Knowledge Circle: Corner Office Choices - How Financial Planners Can Help Women Executives Navigate Their Four Financial Derailers
08/11/2022 at 12:00 PM (MDT)   |  60 minutes
08/11/2022 at 12:00 PM (MDT)   |  60 minutes Women executives confront unique issues around money that impact how their financial security may evolve. These women are accomplished, intelligent, breadwinners, who are also tired, anxious about money, and overwhelmed with too much on their plates. We’ve seen that traditional financial planning has not focused on the unique challenges these women have and recognize that there is an opportunity for financial planners to provide more tailored planning and guidance to help these clients live life on their terms. After years of guiding women executives we found there were four recurring financial derailers that prevented these women from living their best lives and achieving financial security. In this webinar we’ll be sharing what those derailers are and the tailored solutions financial planners can provide to help these clients get off the treadmill and live a fulfilling, financially secure life.
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Live Viewing: 0.0 CFP CE credits and certificate available
Live Viewing: 0.0 CFP CE credits and certificate available