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Webinar | Breaking Barriers: Amplifying Women in Financial Planning

Published on: Oct 29, 2024

Women CFP Professionals

Key topics include:

  • The importance of increasing female representation in the financial planning profession.
  • Strategies and resources for women to break into financial planning.
  • Skills for women to build confidence and connections that advance their career, including CFP® certification.
  • How to be an advocate and ally for empowering gender diversity in financial planning.

 Speakers:

  • Angela Killingsworth, CFP®: VP, Wealth Management Advisor at TIAA
  • Sally Schroeder, CFP®: Regional Director of Personal Advisor Services at Vanguard
  • Katelyn Mew: Managing Director of Advisor Programs at AssetMark
  • Jackie Prideaux, CFP®: Senior Lead Advisor at Brighton Jones
  • Moderator: Emily Dean, Sr. Manager of Talent Pipeline at CFP Board

 

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