In collaboration with Helios Quantitative Research, Hartford Funds, and the MIT AgeLab, we are excited to announce another continuing education workshop for on-the-go financial professionals.
What are we covering?
Women are more financially independent than ever before, resulting in several reasons to be optimistic about their future. But while they may share financial goals similar to men’s, women may want to approach investing differently—so their journey toward those goals takes a different route. Strengthen relationships with women clients by addressing, and meeting, investment challenges and concerns from their perspective.
What will you get?
One hour of CE credit applied to CFP, IWI, or CPA designations.
How do you receive credit?
Register with your legal name and proper licensing information, stay for the entire webinar (that part is important), and we will submit the time directly to the correct agency.