Description
This presentation educates advisors on the importance of working with women successfully to grow their advisory business. This presentation also provides important details on the changing landscape within the female demographic, retirement challenges women face, and offers actionable insights from real-life experiences on Social Security, Health Care/Long-Term Care, and holistic retirement planning.
Learning Objectives
1. To inform advisors the importance of working successfully with women for their businesses
2. To illustrate the changing landscape of the women demographic
3. To explain the challenges that women uniquely face in their retirement planning
4. To provide real life scenarios of women retirement planning scenarios through case studies
5. To expound on Social Security disbursement statistics, average health and long-term care costs & needs with a specific focus on women retirement planners
6. To provide actionable strategies for advisors to work with their female clients