March is Women’s History Month—a unique opportunity for financial professionals to focus on their female clients. Women are projected to control $34 trillion in assets by 2030,¹ empowering them more than ever to shape their financial futures and how they plan for them.
In this live webinar, we will cover:
• Identify important pre‐ and post‐retirement choices for women.
• Weigh retirement‐planning options for women of various backgrounds.
• Prepare today’s women to create the financial futures they envision.
Let us save you a seat.
Participants may be eligible for 1.0 hour of CIMA and CFP® Continuing Education (CE) credit if requirements are met.
¹Latham, Tori. “Women Will Control $34 Trillion in the U.S. Assets by 2030: Report,” Robb Report. Yahoo!Finance, December 9, 2024