Skip main navigation (Press Enter).
Log in
Toggle navigation
Search Options
Log in
Home
Communities
All Member Open Forum
All Communities
My Communities
Chapters
Knowledge Circles
All Knowledge Circles
African American
Applied Behavioral Economics
Asian-American/Pacific Islanders
Business Success
FPA Latino
CFP Board's Code of Ethics and Standards of Conduct
International and Cross-Border
Investment Planning
Neurodivergent Planners
PridePlanners
Public Policy and Regulation
Retirement Planning
Tax and Estate Planning
Women and Finance
Network
Member Directory
Volunteer
About
My Volunteer Profile
Volunteer Opportunities
Opt in to the Volunteer Pool
Volunteer Leaderboard
What I Wish I Had Known When Starting My Own Firm as a Female Solo Practitioner
×
When:
Nov 11, 2021 from 14:00 to 15:00 (ET)
The November 2021 Women & Finance Knowledge Circle will be held on Thursday, November 11th at 2 pm ET.
Guest speaker Bridget Grimes will be presenting, "What I Wish I Had Known When Starting My Own Firm as a Female Solo Practitioner."
Bridget will provide actionable steps to identify and tackle the challenges of running and growing a solo firm.
Learning Outcomes include:
Develop strategies for identifying the key challenges to running a successful business.
Generate some actionable time management skills to make your business and your clients happier.
Learn to identify what to outsource and delegate.
Bridget Grimes, CFP® has extensive experience working in finance and corporate America. After personally experiencing the barriers women face in the industry, she launched her own firm WealthChoice, a financial planning firm focused on helping women executives and their families. A passionate advocate of women, Bridget co-founded Equita Financial Network, the first platform to solely focus on women-led financial planning firms and designed specifically to support them launch their own practice. A frequent speaker on all things women and money, Bridget is also the author of "Corner Office Choices: The Executive Woman's Guide to Financial Freedom.
More information
Location
Online Instructions:
Url:
http://fpalearning.onefpa.org/products/women-finance-knowledge-circle-what-i-wish-i-had-known-when-starting-my-own-firm-as-a-female-solo-practitioner
Login:
Please register at the above link
Download to Your Calendar
Contact Us
1290 Broadway, Suite 1625
Denver, CO 80203
Phone
(800) 322-4237
Membership
Join
Benefits
Privacy & Terms
About Us
Code of Conduct
Copyright 2024. All rights reserved.
Powered by Higher Logic