Misperceptions about how women approach making financial decisions can make it difficult for advisors to engage them. And, perpetuating those misperceptions is also hazardous to women's wealth. To better understand female clients, advisors must understand the real factors that underline their behavior.

Our members want information that drives their businesses to being more profitable by effectively helping each gender and that’s the motivation behind What Women Want: Communicating with Female Clients.

In this session, with Laura H. Mattia, PhD, MBA, CFP®, we will shatter the old stereotypes about women and their understanding and use of money so that we can see the female client for who she really is — a multidimensional individual striving to make fully informed decisions to meet her long-term financial goals.

Continuing Education
This session has been accepted for one (1) hour of continuing education by CFP Board, The American College (PACE), 1 unit for Registered Financial Consultants.

Agenda
4:15 pm - Community Building & Cash Bar
4:45 pm - Chapter Meeting
5:00 pm - Program with Dr. Mattia
6:00 pm - Program Concludes