By 2045, 80 trillion dollars is projected to shift from older generations to younger ones, with a sizeable portion flowing into the hands of women.
Despite their increasing financial influence, women continue to be underserved by the financial services industry.
At the same time, they actively seek advisors who understand their challenges to acquire wealth, achieve financial literacy, and gain economic autonomy. For financial professionals, this presents both an opportunity for growth and a potential risk to long-term asset retention.
To attract and retain female clients, financial professionals must create retirement solutions specifically designed for women’s unique needs offering targeted support to ensure their financial success.
In "Breaking Barriers: Tailored Strategies to Empower, Attract, and Retain Female Clients by Heather Schreiber, you will learn about:
- The shifting tides, an underserved market, and a window of opportunity;
- The female perspective – wants, needs, and roadblocks;
- Tailored strategies to enhance autonomy and confidence;
- Fostering connection with actionable insights to build a more female-focused financial practice.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Heather Schreiber, IRMAACP™, RICP®, NSSA®, Founder and President, HLS Retirement Consulting, LLC, Retirement Income Strategist, Speaker, Writer, and Trainer to Financial Professionals.
Meet Heather Schreiber, IRMAACP™, RICP®, NSSA®, Social Security Expert
Retirement planning experience
With over 30 years in the financial services industry, Heather has dedicated her career to providing advance planning support and education to financial and tax professionals. Her passion for consumer advocacy and a deep understanding of the critical role advisors play in improving financial literacy and retirement readiness have been the driving forces behind her success. Heather excels at simplifying complex financial strategies, helping advisors seamlessly integrate them into their income planning solutions.
Retirement planning thought leadership and expertise
Heather is a sought-after keynote speaker on Social Security and tax-efficient retirement income strategies, known for blending deep expertise with a touch of humor. Founder of HLS Retirement Consulting in Woodstock, GA, Heather and her team focus on advanced case design so their advisor clients can focus on delivering exceptional, personalized service to theirs.
She is an established author on Social Security and other retirement income-related topics. She has been quoted in AARP, the Wall Street Journal, USA Today, Think Advisor, The Street, Investor’s Business Daily, Ed Slott’s IRA Advisor, and other financial publications.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
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Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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