WEBCASTS

Women & Investing Lessons for Success

March 10, 2020
11am PST | 2pm EST
1 CE Credit
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SUMMARY

Today, women control a substantial amount of wealth, $14 trillion, in the U.S. according to Forbes, and control 70-80% of all consumer purchasing. In this upcoming webcast, ETF Trends and New York Life Investments will provide actionable tools that ensure retention and drive acquisition with female clients by:

  • Rethinking Roles
  • Breaking Unconscious Exclusion
  • Rescuing Relationships
  • Education is a Passport
  • Operating on Her Terms
  • Results with Relationships

Pending acceptance 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

Tom Lydon

CEO
ETF Trends

Disclaimer
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Important Disclosures

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 the investment advisors affiliated with New York Life Insurance Company.

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

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