Gender Differences in Giving Between Men and Women Are Real – and We’ll Explore How Women Are Changing the Philanthropy Game
As the number of financially successful women continues to increase, their interest in estate, wealth and philanthropic planning grows as well. To better serve women clients, practitioners must understand and account for their unique needs.
This forum covers some recurring themes, including promoting women in leadership roles in family offices, planning for divorce and long-term care and the impact of women taking the helm as philanthropic leaders.
This discussion will explore the crucial, expanding role of women in philanthropy and the ways their influence is impacting how money is being directed.
Our panelists will give an overview of planning strategies and opportunities for women clients, including topics such as marriage and divorce, retirement planning, investor psychology and estate planning.
Our subject matter experts will discuss the three key factors that strongly influenced women’s paths to leadership, based on their experiences working with business-owning families and interviews with women from those enterprises.
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Live CE and CLE Virtual Forums
Three One-hour Sessions Spanning Two Days
- The Rise of Women as Philanthropic Family Leaders
- Planning Challenges and Strategies for Women Clients
- Creating Inclusive Pathways to Increase Presence of Women in Senior Roles in Family Offices
Continuing Education (CE) Credits
3 sessions / 3 credits – FREE for live attendees
Continuing Legal Education (CLE) Credits
3 sessions / 3 credits – FREE for live attendees
Continuing Education (CE) and Continuing Legal Education (CLE) Credits for Live Attendees: CFP, CIMA®, CPWA®, CIMC®, RMA®, AEP®, and NACLE credits have been applied for and are pending approval.
Gold Sponsors
Premiere Event CLE Discount
Save 20% — Pay Only $144
Use discount code: WMTECLE2
Use discount code: WMTECLE2
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