What Women Want: Financial Planning for Today's Women

FPA of Southern Wisconsin celebrates National Women's History Month by bringing you a 4 CE program on financial planning for women.

Our program begins with Kim Bridges, CFP(R), Assistant VP and Financial Planner with BMO Harris Private Bank in Leawood, Kansas. Kim has been a key figure in BMO Private Bank's Women and Wealth initiative, and has developed and delivered training on women's finance issues for several groups, including BMO Harris and the Financial Planning Association. She'll open the day with "Building Relationships With Women. and will close the morning with a presentation entitled "Retirement Planning Amid Uncertainty."

Joining Kim will be Kathleen Burns Kingsbury, Principal of KBK Wealth Connection, Easton, Massachusetts. Kathleen is a Professor at Bentley University McCallum Graduate School, Waltham, MA, where she teaches a graduate level course in the CFP program. She is the author of How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients (McGraw-Hill, 2013.) Her company is dedicated to training, coaching and consulting with financial services professionals to improve client communication. She will present "Essential Skills for Advising Women in Couples."

Register now for this excellent and timely program.