Women, wealth, and wisdom

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10 Mar

Women, wealth, and wisdom

Women, wealth, and wisdom

Friday, March 10, 2023 (12:00 AM) to Saturday, August 31, 2024 (11:59 PM)
1 PDCs
Provider: John Hancock Investment Management
Course Name: Women, wealth, and wisdom

Speaker: Lindsay Warrington
Program Type: Reoccurring Seminar/Workshop
Registration URL: https://www.jhinvestments.com/resources
Women, wealth, and wisdom, Boston, Massachusetts
Email Details

Key takeaway #1 – This is a fresh approach for seminars directed at women and digs deeper into real life issues than what you may have seen in the past Key takeaway #2 – You can incorporate these checklists and worksheets into your financial planning/wealth management process Key takeaway #3 – The worksheets and checklists are all fillable pdfs making it easy for you to use

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People today are faced with many important topics about finances. Some are more challenging than others, such as addressing the planning needs of women and communicating with them in a meaningful way. Our new seminar; “Women, wealth and wisdom: case studies, worksheets, and checklists to empower your journey”, is designed to elevate the conversations you are having with women in regards to their finances. This is not the typical Women & Investing seminar you may have seen in the past. And, it is not investment education! Instead, it focuses on financial planning issues that we face at various stages of life. We accomplish that by offering 8 different case studies which will each have at least one correlated checklist/worksheet. We begin the presentation by discussing the progress women have made in politics, business, education, earning power, and wealth. Then we move on to the case studies The case studies and worksheets/checklists are as follows: (each session will focus on two) • First Time Home Buyer (w/Financial literacy checklist and First-time home buyer checklist) • Business Owner (with Business owner checklist) • Newly Widowed (With Executor checklist) • Newly Divorced (with Newly divorced checklist and Preparing for divorce checklist) • Caring for Aging Parents (with Longevity planning checklist) • Estate Planning (with Estate planning checklist) • Nearing Retirement (with Retirement readiness checklist) • Leaving a legacy -strategic philanthropy (with Philanthropy worksheet & checklist)

Women, wealth, and wisdom
Women, wealth, and wisdom
197 Clarendon St
Boston, MA 02116-5010

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