Women are poised to reshape the financial services industry and investment landscape, with $30 trillion in U.S. wealth expected to be transferred to them over the next decade. This shift will bring significant changes to financial priorities and risk appetites, impacting broader markets. Join us for an insightful discussion on the opportunities and challenges a new generation of investors will bring at the Women in Independent Wealth Summit next week: https://lnkd.in/eju-rRvv Moderator: — Cary Carbonaro, CFP® Professional, MBA (Managing Wealth Advisor & Women and Wealth Ambassador, Ashton Thomas Private Wealth) Panelists: — Cathy Curtis, CFP® (Founder & Wealth Advisor, Curtis Financial Planning, LLC) — Kate Redden, CFP®, ChFC®, CKA® (Regional Director, Partner, Merit Financial Advisors) — Tiffany Irving, CFP®, CEPA®(Senior Vice President, Wealth Advisor, Mesirow Wealth Management) — Michelle Rudd (Partner & Family Wealth Advisor, Summit Trail Advisors) Don’t miss this opportunity to hear from top experts shaping the future of wealth and investing! #WomenInWealth #MarketTrends #FinancialLeadership
Helping Established Business Professionals and Owners Tax-Efficiently Prepare for What's Next | Empowering Women Leaders to Take Control of their Financial Futures
3dCounting down the days!!