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.
