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Helping Women Reach Their Financial Goals - NAPFA and CFP Credit

Helping Women Reach Their Financial Goals - NAPFA and CFP Credit

J-Communications

Ashley Ilardo

Member: $49.00
Non-Member: $69.00Your price

Published: 10/15/2021 5:00:00 AM

Recorded at the NAPFA Fall 2021 National Conference. Session recording available until October 15, 2022.

Description:

Dimensional is committed to exploring how we can help our clients offer women a better investment experience. Since 2015, we’ve been bringing Dimensional clients together to share insights on women and wealth. This community innovated over 2020 to explore concepts around serving different demographics of women. In this we will explore key lessons learned about women’s common financial hurdles, how to deepen relationships with women by building high trust environments and to focus on what matters now.

This session is sponsored by Dimensional Fund Advisors.


Learning Objectives:

  • Discover how COVID-19 has impacted women’s financial goals and client experience.
  • Learn what advisors can do to develop a strong connection between money and purpose.
  • Understand tangible next steps to help women investors navigate common financial hurdles.

Speaker Bio:

As Regional Director, Ashley Ilardo works with teams across the Global Client Group to deliver outstanding client experiences through Dimensional’s specialty groups and communities. Ashley is Co-Chair of Dimensional’s Women and Wealth Steering Committee, bringing together colleagues across the firm’s global business in a joint effort to better equip clients in serving women.

In her career at Dimensional, Ashley worked with some of Dimensional’s largest and most complex client relationships as part of the Enterprise and Bank Trust Groups.

Prior to joining Dimensional, Ashley was an investment executive at National Securities, where she established and maintained relationships with high-net-worth individuals. She holds an MS in finance from the University of Texas at Austin and a BS in mathematics and economics from Adelphi University.

1 NAPFA CE in J – Communications will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.