OasisLMS

Empowering Women Clients: Insights from Women and Wealth

Join the NAPFA Women’s Initiative Committee for a one-meeting book club discussion of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, led by author Cary Carbonaro. This engaging session will explore practical strategies for better serving and empowering women clients while exchanging ideas with fellow advisors. Come ready to share insights, perspectives, and actionable takeaways.

Book club participants should acquire and read Women and Wealth: A Playbook to Empower Clienda and Unlock Their Fortune prior to the meeting on (register for ONE only). Note that the first session is offered in the evening while the second session takes place during the daytime.

• September 1 at 5:00 pm CT
• September 3 at 11:00 am CT

Author & Speaker: Cary Carbonaro

Cary Carbonaro, CFP® , MBA is an award-winning Certified Financial Planner™️professional with over 25 years of experience. She currently serves as Managing Wealth Advisor and Women and Wealth Ambassador for Ashton Thomas, where she leads a multimillion-dollar financial planning practice. Cary specializes in empowering women to overcome financial challenges and elevate their financial literacy.

Moderator: Roxanne Martens, CFP® 

Audience: Everyone

As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Conversation Circles are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.

Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.