Please join the Women’s Initiative for a conversation about working with newly widowed clients or adding newly widowed clients to your practice.  Jennifer Murray of Modera Wealth, a widow herself and expert in the practice of working with widows, will lead a discussion about best practices for working with widows and answer questions you may have regarding this area of your practice.

Moderators: Janelle Woods
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.