
Katherine leads a compelling discussion with Cayla Dee Porter and Aleen Swofford, both Fin.Ed members, on the importance of financial education taught by women in a male-dominated space. They share their teaching experiences through programs like FFE and AFEA, emphasizing the need for personalized communication and impactful educational content. The speakers highlight the critical role of client engagement and trust-building in financial advising, stressing the value of understanding diverse age groups for a holistic approach.