How Financial Planners Can Navigate the $70 trillion Great Wealth Transfer to Women
Friday, September 29, 2023
9:00 AM – 10:00 AM MST
Location: PCC: North 132
CE: 1 CFP CE Credit(s)
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Complexity Level: Overview
By 2025, the transfer of wealth from men to women will be so large it will rival the annual GDP of the U.S. and by 2030, women are expected to own more than $30 trillion in assets and take over financial decisions in their households because they are outliving men. More importantly, 70 percent of women leave their financial advisors within a year of their partner's death. However, despite this seismic shift, most women still feel underserved by their financial advisors, who have failed to engage them in a conversation about their unique wealth management needs.
Learning Objectives:
How women will change financial markets landscape and how financial advisors can better prepare to service this new wave of customers and the generations to follow.
The importance of leveraging Gen Z’s relationship with their devices and appetite for education beyond the traditional classroom, to empower them and their families with the knowledge and skills needed to achieve financial success.
How Goalsetter works with financial institutions and financial advisors to meet the needs of women and Generation Z and beyond.
