Using what we've learned over the past 2 years in dealing with life-altering events: Financial Wealth for Widows; Blended Families; the setback in gender pay equity with 2.3 million women leaving the workforce so savings are down. Stacy has created resource guides to help prepare clients financially and shepherd them through any legal matters, while also providing tools to allow them to take care of themselves emotionally.
Whether communicating directly or through the media, learn the latest trends, tips and best practices on building a communications program that translates into positive results.
New financial planning products help eliminate emotional biases, cognitive errors, and lack of discipline to create flexible, adaptable plans.
Learning Objectives: The discussion will focus on:
- Learn how streamlining financial plans for clients can affect your practice.
- What technologies are helping advisers create customized plans for clients?
- How are financial planning apps impacting client behavior?
Securing the next generation’s wealth will require a new crop of financial advisors. In this session, we discuss ways to attract a new, more diverse group of young people to the financial advisor profession, how to grow and diversity the market for financial planning and advice, and how to build investment plans that fit the financial needs and evolving goals of the younger generations.
Hear the latest updates on Impact Investing and ESG and how advisers can prevent falling for "greenwashing".
- What are ESG and impact investors expecting beyond returns?
- Which issues will motivate clients this year to align their values and their wealth?
- On the regulation front, which ESG-related rules are likely to undergo the biggest changes?
Get up and get your feet moving to the exhilarating beat of Masala Bhangra!
Hear from advisors who are using no-load annuities to differentiate their firms and deliver a more holistic client experience.
- Learn how to have a productive annuity conversation with your clients nearing and in retirement
- Review why clients like guaranteed income and the academic economic and psychological research on annuity inclusion in a financial plan
- Learn annuity strategies advisors are using to generate secure retirement income for clients in today’s market
We've gathered several of our Women to Watch "legends" to discuss their "journeys" and what is keeping them passionate in today's changing world.