Guests:
Catie Hogan
Advisor, TedX Speaker, Comedian,
Annette Bau, CFP
Founder of Millionaireseries.com, Author of “101 insider Secrets for Marketing to Affluent Women”,
Penny Phillips
Founder of Thrivos Consulting, Co-founder of Journey Strategic Wealth,
Suzanne Norman, CIMA
Executive Coach, Mentor, and Financial Literacy Advocate, Author of “The Case for More Female Financial Advisors
Please join this one-of-a kind webinar with an All-Star packed panel of talented industry experts on the topic of marketing to affluent women & couples. This plans to be a fun, informal, yet informative podcast-style webinar on the topic of women & investing.
• Listen as our panel discusses overcoming obstacles in the Financial Industry
• Share in the experience of what drives successful businesses
• Learn ideas on how to approach relationships with affluent women & couples
Our portfolio managers and analysts are dedicated to creating relevant, educational Articles, Podcasts, White Papers, Videos, and more.
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