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ENGAGE 2017


PFP1723 - Let’s Talk!  Why Gender Matters in Firms and Client Relationships


Jun 13, 2017 10:50am ‐ Jun 13, 2017 12:05pm

Standard: $49.00

Description

A panel of experts will discuss multiple gender-related issues including why it is important to have women in executive positions in your firm. The panel will s also address the differences between working with men vs. women and the risk of ignoring these differences in client relationshiops. Learn what “the 6Ds” are and how you can engage the unengaged wife to ensure retention of the client members after the husband passes. Finally the panel will address how to attract and retain top female talent.

Speaker(s):

  • Marve Ann Alaimo, JD, LL.M. (Taxation), Partner, Porter Wright Morris & Arthur LLP
  • Charlotte Beyer, Founder, Institute for Private Investors (IPI)
  • Susan J. Bruno, CPA/PFS, CFP, Managing Director, Beacon Wealth Consulting South
  • Beth C. Gamel, CPA/PFS, AEP®, Managing Director, Argent Wealth Management
  • Jill Shipley, Managing Director, Family Dynamics and Education, Abbot Downing
Tags: PFP

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