There is a shift in influence underway. Maybe you have seen it, heard it, or felt it. You are more likely to see more and more women at the table with you, seeking planning opportunities.
Did you know?
- Women are already the breadwinners or co-breadwinners in 2/3 of the American households
- In 40% of couples, she earns more, in another third, she earns the same amount
- Of the tremendous intergenerational wealth transfer, 70% will pass to daughters, likely creating more breadwinner decision-makers
- 95% of women will be responsible for family finances at some point
Is she, the breadwinner woman, ready? After this session, you will better understand:
- Unique Concerns, Behaviors and Goals Women Have Around Money
- The Role of Education in Advising Women
- How Specific Life Transitions Often Impact Women
- How These Differences Can Be Advantages in Achieving Successful Financial and Life Outcomes
- The Opportunity that Exists in Building Deeper, More Fulfilling Relationships with Women
Paula McMillan, CPA/PFS, CFP, CGMA
Paula S. McMillan, CFP®, CPA/PFS, CGMA is a Senior Financial Advisor with fee-only RIA Stearns Financial Group. Paula has prior Big Four and large regional accounting firm experience, as well as Fortune 500 experience in the financial services industry. She has traveled extensively throughout the U.S., Europe, Asia, Africa and the Middle East to serve clients with an international consulting firm.
Paula serves on the AICPA’s PFS Credential and Advanced Personal Financial Planning Conference Committees and the Society for Financial Service Professionals’ Foundation Board. Seeing a need for greater financial empowerment for women, Paula founded and chairs the NCACPA Triad Women’s Initiatives Group and actively participates in Financial Focus for Women. Paula is also an active member of the Greensboro Estate Planning Council and NAPFA.
Paula has been published and quoted in national and local publications, including AICPA’s The Tax Adviser, Kiplinger’s and The Business Journal. She created two AICPA podcast series on retirement planning and women and wealth. She is a TEDx presenter on the topic of Retirement: Longevity and Security. Paula regularly delivers presentations to national, regional and local audiences on Social Security, Retirement Planning, Women and Wealth and Financial Wellness.
Registration Fee: $29
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: 1 CFP® credit and 1 Professional Recertification (formerly PACE) credit have been approved. Also approved in North Carolina for 1 CPE (accounting) credit, 1 CLE (legal) credit and 1 CIE (insurance) credit.
You must participate on the scheduled rebroadcast date and time in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, the Greensboro Chapter of FSP will report your credit to the CFP Board for you after the webinar.
3:00 pm – 4:00 pm ET
2:00 pm – 3:00 pm CT
1:00 pm – 2:00 pm MT
12:00 pm – 1:00 pm PT
Note: This webinar was originally broadcast by the Greensboro Chapter of the Society of FSP on October 20, 2020. If you attended the live presentation, you cannot attend the rebroadcast for CE credits.