Live From Philly: Women and Wealth Planning – Optimizing the Opportunity
Join us on March 21st at 11:00 a.m. ET as we welcome back special guest and retirement expert Marcia Mantell. During this interactive live webcast, Marcia will share impactful data and provide a deep understanding of women’s unique wealth planning needs. You’ll walk away with actionable insights designed to help you support and empower your female clients and prospects in their retirement planning journey.
Approved for one hour of CFP® CE Credits.