This transformative webinar is designed to help women bring more of their wisdom and passion into the world.

Join Marlena Lee, Global Head of Investment Solutions and a member of the Investment Research Committee at Dimensional Funds for insight into how to apply a systematic investment approach for advisors/planners who seek to add value to their clients’ investment process.

Join Gretchen Halpin, co-founder of Beyond AUM and a visionary leader in financial services marketing, for an engaging session designed exclusively for the Women and Finance Knowledge Circle group.

When we think about family wealth and legacy, “wealth transfer” is usually the first thing that comes to mind.

Who Should Attend? Any helping professional interested in learning more about the utilization of Motivational Interviewing (MI) and Financial Advising.

The success of your operations and back-office functions goes a long way to determining your success as a firm.

For years, financial advisors have been waiting for the SEC to allow them to use client testimonials.

1 CFP CE Credit | Brought to you by the Women & Finance Knowledge Circle | This comprehensive presentation on advising widows, dives into the intricate details of planning for widows.

1 CFP CE Credit | Brought to you by the Women & Finance Knowledge Circle | SECURE Act updates have introduced significant changes to the college financial aid process in 2024 that will require new planning strategies for both parents and grandparents. 1 CFP CE Credit

Join us for an insightful and empowering panel discussion that delves into women's unique experiences, challenges, and triumphs in the financial advisory sector.