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PFP1723
Let’s Talk! Why Gender Matters in Firms and Client Relationships
Date
June 13, 2017
$49
Standard Price
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.
Speakers
Managing Director, Family Dynamics and Education, Abbot Downing
Susan J. Bruno, CPA/PFS, CFP
Managing Director, Beacon Wealth Consulting South
Marve Ann Alaimo, JD, LL.M. (Estate Planning)
Partner, Porter Wright Morris &Arthur LLP
Beth C. Gamel, CPA/PFS, AEP®
Managing Director, Argent Wealth Management
Founder, Institute for Private Investors (IPI)
General
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