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Navigating Life Transitions: How Wealth Advisors Can Best Serve Female Clients
By 2030, more than two-thirds of wealth in the United States will be held by women. Women face different challenges and opportunities when it comes to financial planning, especially during life transitions such as marriage, divorce, becoming a widow, and others.
This session explores the specific financial concerns and considerations that arise during critical life transitions for female clients. The panel discusses strategies that wealth advisors can implement to ensure that their female clients feel empowered, informed, and supported throughout these changes.
Speakers