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Sophisticated Tax Planning for Your Wealthy Clients 2019


SOP1902 - Women Taking the Reins: Financial Influence on the Move


Nov 18, 2019 9:25am ‐ Nov 18, 2019 10:15am

Standard: $49.00

Description

There is a shift in influence underway. Maybe you have seen it, heard it, or felt it. You are more likely to see more and more women at the table with you, seeking planning opportunities. Did you know?

  • Women are already the breadwinners or co-breadwinners in 2/3 of the American households
  • In 40% of couples, she earns more, in another third, she earns the same amount
  • Of the tremendous intergenerational wealth transfer, 70% will pass to daughters, likely creating more breadwinner decision-makers
  • 95% of women will be responsible for family finances at some point

Is she, the breadwinner woman, ready? Are you ready to serve her the way she deserves?

In just 50 minutes, we’ll cover: 

  1. Unique Concerns of Women
  2. Different Behaviors and Goals Women Have Around Money
  3. Critical Issues Facing Women
  4. The Role of Education in Advising Women
  5. How Specific Life Transitions Often Impact Women
  6. What Women Want in Their Relationship with Advisors

You need to know: 

  • Ways You Can Customize Your Approach to Make Working With You Comfortable and Fulfilling for Her
  • How to Help Her Maximize Her Financial and Life Successful Outcomes Through Using Her Differences As Advantages for Her
  • The Opportunity that Exists for Deeper Client Relationships and Positive Word-of-Mouth that Can Result from Getting Working With Women Right

Speaker(s):

  • Paula McMillan, CPA/PFS, CFP, CGMA, Senior Financial Advisor, Stearns Financial Group

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