What You'll Learn
Planning for Single Women explores the unique financial planning challenges and opportunities facing single women—whether divorced, widowed, or single by choice. Join Heather Zack, JD, LLM, MSFP, CAP® to better understand key structural risks such as longevity, income…
Tom Dickson
Financial Experts Network
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Planning for Single Women explores the unique financial planning challenges and opportunities facing single women—whether divorced, widowed, or single by choice. Join Heather Zack, JD, LLM, MSFP, CAP® to better understand key structural risks such as longevity, income disparities, and caregiving responsibilities, and provides actionable strategies for advisors to support this underserved and high-need client segment. Through engaging case studies, the presentation covers critical planning areas including Social Security optimization, estate planning, and tax considerations, while also addressing broader themes like financial literacy, workforce participation, and closing the gender wealth gap. The goal is to equip advisors with practical tools to deliver more holistic, empathetic, and effective guidance to single female clients.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, RICP, IAR, and CDFA. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.