PACIFIC LIFE
JOIN US AS WE EXPLORE BUILDING DEEPER RELATIONSHIPS WITH WOMEN
ABOUT THIS WEBINAR
Since 2015, Dimensional’s Women and Wealth Community has been bringing financial professionals together
to discuss the central question of, “Is Serving Women Different?” This community innovated during 2020 to
explore concepts about serving different demographics of women, including how COVID-19 has impacted
the client experience and needs of female clients.
This webcast will explore key lessons learned about women’s common financial hurdles, how to deepen
relationships with women by building high-trust environments, and to focus on what matters now. We will
discuss careers, divorce, and disengaged spouses.
PRESENTED BY
ASHLEY ILARDO
Regional Director
Client Communities and Events
Dimensional
CAROLINE M. ELROD
JD, CLU®
Retirement Strategies Group
Consultant
Pacific Life
MICHELLE P. O’HAREN
JD, LLM, CPA, CFP®, RICP®
Senior Retirement Strategies Group
Consultant
Pacific Life