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Be Prepared, Be Empowered: Key Questions Women Should Be Asking to Navigate Their Financial Futures

Session Speakers
Session Description

Why attend:
Learn how to guide female clients preparing for their financial futures in the wake of a spouse’s death or divorce.

Session details:
Many clients do not know the right questions to ask following a death of the spouse or a divorce. Due to prevailing gender roles, women predominantly suffer the consequences of incomplete information about their rights and obligations. Leslie Geller will walk you through a hypothetical case study and discuss:

  • The most common pitfalls women face, and why incomplete information is often to blame
  • Key questions women should be asking their professional advisors
  • How to create information “guideposts” to help clients prepare for their financial futures
  • Why guiding women through this process can help advisors retain clients and acquire new ones across generations and through family transitions

Additional Information
CE-1.5 hrs
Education Session
1h 15m
Sponsored By


Booth: 1814
Session Schedule