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Women & Wealth: The Time is Now | webcast

Dec 04, 2023 · 1 hour 37 min watch

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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

Download the Women & Wealth: The Time is Now

File name: women-and-wealth-the-time-is-now.pdf

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