This intimate client event is a natural call to action after
wealth professionals attend "Strengthening Relationships with
Female Clients through Legacy Planning." Designed specifically for
your clients, the program reviews the fundamental difference in how
male and female investors view wealth and investing.
Specifically, research shows that men take a goals-based
approach to investing by planning for the transfer of tangibles.
While women understand the importance of this approach, they tend
to apply a more values-based approach that also accounts for the
transfer of intangibles such as family values. In recognition of
these differences, this event moves beyond the typical will and
estate plan discussion and introduces female investors to personal
legacy documents. From there, they will learn strategies for having
meaningful legacy conversations with family members about passing
down their values, beliefs, life lessons and personal stories and
help them link past and future generations to form solid