Approved for 3 CDFA & CFP CE Credits

Divorce and all the other life transition events are typically seen as money on motion events, women are projected to own majority of the wealth in the US within a few years. With the tools shared in this workshop you will advance your skills in working with the life in motion; the money in motion will follow and stay.

Life transition events such as divorce, widowhood, inheritance, and the sale of a business are gender neutral, both women and men will have on average 5 to 7 major life changing events in their life.

Experience and data support the view that women work their way through life changing events differently than men.

• Women want to process, men want answers
• Women tend to be better at tolerating the natural uncertainty and time it takes to complete a major life transition.
• Women want time to “get it right”, men want to move on
• Women want to talk and learn; men want to get things done.

This workshop is designed to give you practical, repeatable tools and process to reframe your engagements with women at any stage of a life transition. You will learn and experience a new framework that supports both the technical requirements and the human side. Beginning with a powerful way to start the transition conversation with a new or existing client.

• How to lower their stress level and increase their brain function while making key decisions
• How to help protect what matters most to them during times of overwhelm, confusion and transition fatigue.
• How to build a repeatable system for good decision making and a feeling of agency.

Data suggests a large percentage of women leave their advisor 2 years after a divorce or widowhood.

Most of the heavy lifting is done in the first year but women clients may still be processing their major life pivot, they need a different kind of support and guidance. The new framework shared in this workshop will be equally valuable during the years of adjustment and adaptation when you can help a client reimagine and build their next chapter.

• How to manage transition fatigue to avoid acquiescing to demands of others.
• How to build a creative reimagining process when a client is ready for forward-thinking.
• How to help a client use the life skills experienced with you to face future events with confidence and an advisor who gets them.

Please note that the conference is live and in-person in Denver, Colorado - United States. All schedules shown in the conference agenda are in central standard.