Past Event

Navigating Life Transitions: How Wealth Advisors Can Best Serve Female Clients

The Family Wealth Alliance

  • Date & Time
  • Location

    Boston, Massachusetts

  • Event Type
    Conference
  • Additional Information
    Add to Calendar Disabled

Christopher Floss will participate as a co-panelist at the Family Wealth Alliance’s Elevating Women in Family Wealth summer event on July 20, 2023.

Along with three other advisors, Chris will explore the specific financial concerns and legal considerations that arise during critical life transitions for female clients.  The panel will discuss strategies that wealth advisors from all disciplines can implement to ensure that their female clients feel empowered, informed, and supported throughout these changes.

Contacts

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