o Topic: “Women and Wealth: Challenges and Strategies for Female Clients"

o Date: Thursday, March 14th 2024

o Host/Moderator/Speaker: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management (Comments? Questions? [email protected])

o Webinar Description: The percentage of women in the workforce has increased significantly over the past few decades. Furthermore, women own approximately 10 million businesses in the United States, which accounts for $1.4 trillion in receipts. The continued growth of financially successful women presents practitioners with an opportunity to address a unique set of planning circumstances that may not be as prevalent with male clients. This program will cover the themes, challenges, strategies, and best practices when working with highly successful women clients.