Women & Wealth: The Time is Now
Delve into the distinct hurdles and opportunities that women encounter, and uncover your ability to help them on their financial journey.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Instructor
Debra Taylor
Availability
89 days
Product Number
WC4356592
The terrain of taxes and finance
This comprehensive roadmap through the intricate landscape of taxes and finance is geared specifically toward women.
This webcast will provide financial advisers with the tools they need to advise women about their financial journeys.
Topics will include:
- The 5 surprising facts about women investors and what we can do with this information
- Designing your practice and service to appeal to women
- The tax, estate, retirement, investment and risk management ideas to consider for women
- And much more!
Key Topics
- Tax and wealth management strategies for women
- How to support your women clients so they flourish
Learning Outcomes
- Identify how you can design your services to appeal to women clients.
- Determine the tax and financial planning strategies relevant to women clients.
- Distinguish what is different about serving women clients.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an [email] (mailto:pcps@aicpa.org?subject=PCPS%20membership%20check%20%20for%20webcast%20discount) and we’ll get right back to you! Or, learn more about PCPS membership!
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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