Financially Empowering Widows

Death of a spouse hands down has been proven to be the most stressful life event one can experience. Widowhood is such an intense transitional experience that widows need strong support but at the same time married friends often become distant, other friends are simply uncomfortable and often family members live far away.  You as her trusted advisor can be her most important support.  A recent piece of research shows when women receive this type of support they are statistically more loyal, more likely to promote you and more likely to tell their family and friends about you. In other words, the work you do with widows may require extra time, thought and patience now but it is well worth it over the long run to establish a client who will never leave you.

Presenter: Dr. Laura H. Mattia, MBA, CFP®, NAPFA Registered Advisor

Dr. Laura H. Mattia, MBA, CFP®, NAPFA Registered Advisor is the Founder of the Women’s Money Empowerment Program now affiliated with the Women’s Resource Center in South Florida.  She is author of Gender On Wall Street: Uncovering Opportunities for Women in Financial Services released July, 2018 by Palgrave Macmillan and has appeared in numerous media outlets as a researcher, financial thought leader and advocate for female financial empowerment. A former corporate financial executive turned principal/fee-only planner, Dr. Mattia is passionate about empowering people, especially women to make better financial decisions to protect themselves against the uncertainties of life. 

In addition, Dr. Mattia teaches future CFP’s at Texas Tech University and recently created a new CFP registered program at the University of South Florida. Dr. Mattia is passionate about improving the industry by ensuring future financial advisors receive a baseline education so they are competent and ethical. 

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 Coming Soon

November 6, 2020

The Hidden Code of End-of-Life Decisions

Speaker: Russell James

Register Here

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