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Women’s Resource Center, Sarasota 340 S. Tuttle Ave. 5:30-7:00 P.M. and State College of Florida, Lakewood Ranch 7131 Professional Parkway East 3:00-4:30 P.M.

 

An Introduction to the Women’s Money Empowerment Series - Four-Saturday Workshops January 13,20 and February 3,17 led by Dr. Laura Mattia,CFP ® and Hosted by Women’s Resource Center in partnership with USF Sarasota-Manatee

Sarasota Yacht Club 1100 John Ringling Blvd Sarasota FL 34236 (941)365-4191

 

As financial advisors, you understand that one of the most important (and difficult) things you can do for your clients is help facilitate positive behavior change. And not just change that keeps clients from doing “bad” things (like selling at a market bottom), but also change that enables them to do “good” things (like saving more for retirement). Unfortunately, behavior change is hard, but the good news is that the difficulty of enacting behavior change also means it is one of the most valuable things we can do as financial advisors. And the human-to-human connection – and the social commitments we feel – provide some powerful incentives to enact behavior change… which means financial advisors serving as an “accountability partner” to their clients have the potential to drive more successful behavior change than what clients can do on their own.

 

In this sessions we will explore the obstacles that prevent individuals from setting goals, techniques that can stimulate the limbic brain and lead to higher levels of understanding and positive behavior change. We will also discuss how different communication techniques can facilitate client setting meaningful and motivating goals.

 

Continuing Education Application for continuing education has been filed with CFP Board. http://fpasuncoastplanning.org/net/frmEveReport.aspx?HostOrg=all

The Centre Club 123 S Westshore Blvd 8th Floor

 

Tampa FL 33609 (813)286-4040 http://planningtampabay.org/net/frmEveReport.aspx?ID=345

 

Misperceptions about how women approach making financial decisions can make it difficult for advisors to engage them. And, perpetuating those misperceptions is also hazardous to women's wealth. To better understand female clients, advisors must understand the real factors that underline their behavior.

 

Our members want information that drives their businesses to being more profitable by effectively helping each gender and that’s the motivation behind What Women Want: Communicating with Female Clients.

Dr. Mattia will run a two-day retreat for Women in the Financial Services Industry to improve their chances of a successful financial services career. The program is being offered at Texas Tech University in Lubbock, Texas.

Dr. Mattia will provide a follow up session to the 2-day retreat for Women in the Financial Services Industry at Texas Tech University, Lubbock, Texas.

Dr. Mattia will be offering a 2 part Saturday morning Financial Knowledge Sharing Workshop from 10-12 at USF Sarasota. The workshop is designed to 100% educational and provide knowledge and tools to answer your questions such as;

  • What are the most critical financial decisions at this time in my life?
  • How do I create a plan to protect and grow my life savings?
  • How can l generate income so I don’t run out of money during retirement?

http://usfsm.edu/event/Women’sFinancialKnowledgeWorkshop

 

Dr. Mattia will discuss the underrepresentation of Women in Financial Planning at the 20th Private Wealth Management Summit at the Ritz-Carlton, Grand Lakes, Orlando, FL. While there is significant change in the ethnic composition of the financial services workforce, it still remains a male dominated industry. Some maintain that there still exists a glass ceiling which hinders more females from climbing the financial corporate ladder. Dr. Mattia discusses the impact of women in the industry and how gender specific considerations will contribute to the industry.


www.privatewealthsummit.com