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.

12/5/2023 2:00pm - 3:00pm  |  Online  |  AICPA

Members: $71.00, Non-members: $82.00

CPE Categories: Specialized Knowledge & Applications (1 CPE)

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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!

Target Audience

=- 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

Course Objectives

=- 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.


=- Tax and wealth management strategies for women

- how to support your women clients so they flourish


Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning