Life, Love, and Money: Changing the Story of Women and Money
April 28, 2023 11:30 AM 12:15 PM Salon B
*1 Hour AFCPE® CEU and CFP® CE
Statistics around women and money are stark. We need to expand the way we talk with women about money and to expand the way we talk about financial life planning for women. Join us for a solution oriented discussion of financial life planning challenges for women, particularly those we face a we transition from our 40s, to our 50s, and into retirement. Practical solutions require collaborative, divergent thinking, or thinking like a real financial planner. Participants will leave the session with an understanding of the challenges and tools to help clients design solutions that work for their lives.