TRIIPSS: Women, Finances, and Estate Planning Live Webinar

Women, Finances,

and Estate Planning

Live Webinar

Please join us for our next TRIIPSS Webinar 

Women, Finances, and Estate Planning Live Webinar

A reported 80% of women leave their current advisor within 18 months following the death of a spouse or divorce later in life.¹ Do you have a service model in place to reduce the likelihood of this outcome?

This live webinar focuses on providing effective service to a female client, with tips and strategies designed to equip advisors with the necessary tools.

This presentation will cover topics including:

• Why you should be prospecting for and strengthening these relationships
• Common pain points and potential concerns
• How to turn common gaps in service into practice growth opportunities
• A case study incorporating insurance-based solutions within an estate plan

There will also be an interactive Q&A session with a financial advisor experienced in working with female clients.

We encourage you to submit your questions via this link.

Join the live webinar and Q&A session: 
Tuesday, September 20, 2022, from 2:00 to 3:15 p.m. ET
This webinar is also available in French on September 20, 2022, at 10 am ET

CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.
Replay: Access to the replay will be provided after the webinar.

Akua Carmichael
Director, Tax  & Estate Planning Services,
Empire Life

This webinar is part of our TRIIPSS series
(Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Akua Carmichael. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >  

¹Deanne Gage, “Suddenly Widowed” Credential Conference, April 2018.