PODCAST CE EPISODE 55: The Great Wealth Transfer: Why Women Are the New Financial Powerhouses

311: Interview with CPA & Financial Planner at Cain Watters & Associates, Brittany Frazier

Released on: May 16, 2025

0.5 CE Credit

AGD PACE Subject Code: 770 – Self Improvement

Course Description: Join Brittany Frazier of CWA for a focused discussion on women and investing. This podcast episode covers the Great Wealth Transfer, key financial strategies, and how women can take a more informed and empowered role in managing long-term financial goals.

Learning Objectives:

1. Define the “Great Wealth Transfer” and understand its relevance to women
2. Explore gender-based approaches to investing
3. Evaluate key questions to ask a financial advisor to align investment strategies with personal goals
4. Identify common behavioral barriers women face in investing
5. Gain insights into navigating investment decisions during market volatility

Course Expiration: May 16, 2028

Cancellation/Refund Policy: There are no refunds given for this event