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

Description

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

Released on: May 16, 2025

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

0.5 CEU

AGD PACE Subject Code: 770 – Self Improvement

Course Expiration: May 16, 2028

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