Women in Wealth is an educational program series and a community for women practitioners to learn from peers and subject matter experts. Programs are developed by women for women. The theme of the annual Women in Wealth ACE Academy lunch program is Planning for HNW Clients. Join subject matter experts and your peers for an interactive program featuring thought leaders from featured firms, followed by table dialogue.
The program will commence with a mini-presentation by Julie Littlechild highlighting years of research on the needs and preferences of HNW Clients, and organizing the discussion around key differentiators that HNW clients have come to expect from their Exceptional Advisor.
The purpose of the THRIVE Center for Diversity & Inclusion is to foster a profession where financial advisors from all backgrounds THRIVE, thereby fostering a more diverse and sustainable workforce within the profession. THRIVE programs offer educational resources via a community platform and program series designed to provide insights, practical applications and roadmaps for success. Women in Wealth is an educational program series and a community for women practitioners to learn from peers and subject matter experts. Programs are developed by women for women.
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