The August 2022 Women & Finance Knowledge Circle will be held on Thursday, August 11th at 2 pm ET.
Knowledge Circle host, Bridget Grimes will be presenting, "Corner Office Choices - How Financial Planners Can Help Women Executives Navigate Their Four Financial Derailers."
Women executives confront unique issues around money that impact how their financial security may evolve. These women are accomplished, intelligent, breadwinners, who are also tired, anxious about money, and overwhelmed with too much on their plates. We’ve seen that traditional financial planning has not focused on the unique challenges these women have and recognize that there is an opportunity for financial planners to provide more tailored planning and guidance to help these clients live life on their terms.
After years of guiding women executives we found there were four recurring financial derailers that prevented these women from living their best lives and achieving financial security. In this webinar we’ll be sharing what those derailers are and the tailored solutions financial planners can provide to help these clients get off the treadmill and live a fulfilling, financially secure life.
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.