As a gender, women continue to build, influence and control wealth on a global level, whether as heads of households, in corporations, as business owners, couples, estate executors, widows, divorcees, mothers, heirs and more. This growing responsibility means it’s more important than ever for you to understand and analyze the role wealth plays in achieving wellness for yourself and those most important to you.
This presentation gives you, our female clients, network partners and friends the tools to empower you to participate in defining and reaching the goals we hold for you and your financial future—and why working with a financial advisor is the essential partner in that journey.
In the webinar we will explore:
Hosted by Kim Gaxiola, CFP® of TechGirl Financial with special guest Jackie Wilke, Vice President/Advisor Consultant at First Trust Portfolios.
About Jackie Wilke
Jackie is a speaker, author, consultant and coach for select partners of First Trust. Her focus is businesses development innovation including expertise in helping financial professionals, teams, RIAs and enterprises attract and retain women investors, the next generation of high net worth individual/household and multi-generational families. She is the author of Insights & Innovations, a business development blog for financial professionals and enterprises.
Earlier this year we brought together an expert panel of female financial professionals to share how they have adjusted to the new normal to serve their clients and what long-term changes we can expect as a result of the Covid-19 pandemic.
Our expert panel includes:
• Kim Gaxiola, CFP®, Financial Advisor at TechGirl Financial
• Lisa Silva, CPA and Owner at TaxPros
• Barb Pretlove, Attorney at Pretlove Law
• Janene Towner Chernoff, Loan Officer at Guild Mortgage
• Jeni Nunn, Realtor at Coldwell Banker
• Wendy Vincent, President at Vincent Bookkeeping
Victor Gaxiola, Investment Advisor Representative at TechGirl Financial.
Do you feel like the child in the backseat wondering when you are going to get there?
In this presentation we illustrate how we are using financial technology to help individuals and families organize and model their personal financial roadmap.
Life is full of "what-ifs?" Don't wait for the answers to reveal themselves. When you are organized, you will have the confidence to make better decisions.
In this presentation we cover:
Kim Gaxiola, CFP®, Advisor, Educator, and founder of TechGirl Financial®
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisors Services through Cambridge Investment Research Advisors, a Registered Investment Advisor.
Tech Girl Financial is not affiliated with Cambridge. Check the background of this investment professional on FINRA's BrokerCheck.
This communication is strictly intended for individuals residing in the states of CA, CO, FL, ID, IL, IN, KY, MI, MT, NC, NH, NJ, NV, OR, SD, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
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