Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
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Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
Coffee Break with C2P: Strategies to Financially Empower Divorcees and Widows
A Woman's Clarity®
30 minutes 7 seconds
2 years ago
Coffee Break with C2P: Strategies to Financially Empower Divorcees and Widows
Although women live longer than men on average* meaning they have more retirement years to fund, they remain a significantly underserved group for financial advisors. Additionally, widows or divorcees have unique personal and financial circumstances that require a different approach. Host Kirsten Schlumbohm is joined by skilled professionals, Jeannette Bajalia, President, and Founder of Woman's Worth®, Sarah Soria, MBA, CFP®, Financial Planner and Managing Partner at Encompass Financial Planning, to discuss how to speak the language of women who are in these life transitions. Tune in to learn how financial advisors can cater their process to empower divorcees and widows to make strategic financial decisions on their own. Resources:* Journeying through Grief (https://www.stephenministries.org/griefresources/default.cfm/774) — Books to share with newly widowed clients* Wi$e Up Women: (https://www.amazon.com/Wi-Up-Women-Physical-Well-Being/dp/1517211107) A Guide to Total Fiscal and Physical Well-Being by Jeannette BajaliaSources:* https://www.fa-mag.com/news/don-t-give-female-clients-reason-to-leave-69978.html (https://www.fa-mag.com/news/don-t-give-female-clients-reason-to-leave-69978.html)
A Woman's Clarity®
Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
