November 1: Women Advisors Networking Night

Join our colleagues from the Northern New England Chapter of FPA for a great evening of networking and a special presentation from the guest speaker Dr. Amy D’Aprix: Working with female clients: November 1 from 4:00 to 7:00 at Stonehedge Inn and Spa in Tyngsboro MA.

Dr. Amy D’Aprix, MSW, PhD, CPCA. is an internationally renowned expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics. As BMO Financial Group’s Life Transition Expert she helps clients, and their advisors, navigate these matters to help ensure the success of their overall life goals and financial plans.

Shockingly, the average age of widowhood is 58 and almost ½ of all marriages end in divorce. There is a high likelihood that a “life event” could leave your female clients to manage their family’s finances on their own. Whether the event is divorce, widowhood, or inheriting a large estate after the death of a parent, as an advisor you need to understand the unique emotional, practical, and financial needs of women in transition in order to attract and retain female clients.

Agenda:

4 – 5 pm – Networking and Arrivals

5 – 6 pm – Presentation and Q&A

6 – 7 pm – Cocktail Reception and Networking

Thank you to BMO Global Asset Management for hosting this great event.

Location: The Stonehedge Hotel & Spa

160 Pawtucket Boulevard

Tyngsboro, MA  01879

Reserve your spot here

 

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