WEBCASTS

Winning with Female Married Breadwinners: Insights on How to Strengthen Relationships

As the financial industry continues to see the rising class of high net worth women, financial advisors are adapting. In this upcoming webcast, New York Life Investments and ETF Trends will delve into recent research on women. The research explores their feelings about being the primary earner along with their investment habits to provide financial advisors with insights to help this incredibly important demographic, not just as opportunities, but as people.

July 21, 2020
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Join Dave Nadig, CIO of ETF Trends and ETF Database, as he moderates the discussion on:

  • An overview of recent New York Life Investment research study and methodologies
  • Relationship dynamics within the household
  • The 4 types of female breadwinner households
  • How you can be their ideal financial advisor
  • What you can do now to empower her

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Jennifer Tarsney, CIMA

Director, Practice Management
New York Life Investments

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

Disclaimer
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Important Disclosures

ETF Trends or its affiliates are not affiliated with New York Life Investment Management LLC.

New York Life Investment Management LLC engages the services of federally registered advisors.

“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

FOR INSTITUTIONAL USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.