Women, wealth, and wisdom

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01 Oct

Women, Wealth & Wisdom

Women, Wealth & Wisdom

Wednesday, October 1, 2025 (12:00 AM) to Thursday, July 30, 2026 (11:59 PM)
1 PDCs
Provider: John Hancock Investment Management
Course Name: Women, wealth, and wisdom

Speaker: Ryan Ulrich
Program Type: Reoccurring Seminar/Workshop
Registration URL: http://www.johnhancockinvestment.com
Women, Wealth & Wisdom, Boston, Massachusetts
Email Details

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)

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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 & Wisdom
Women, Wealth & Wisdom
197 Clarendon St
Boston, MA 02116-5010

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