Critical Estate Planning Mistakes Costing Your Clients (and Your Advisory Firm)

Despite controlling over half the personal wealth in the U.S., women are still too often excluded from meaningful financial and estate planning conversations. Advisors may unintentionally overlook their female clients—particularly the spouses of primary account holders—poentially resulting in a loss of trust and, ultimately, business. In fact, the majority of widows leave their financial advisors within a year of their husband’s passing, costing firms both relationships and assets under management.

Join us for a timely and candid conversation with Patti Brennan, CFP®, CFS, CEO of Key Financial, Inc., and author of the newly released book Am I Going to Be Okay?. With over 30 years of experience helping individuals and families achieve financial peace of mind, Patti brings a uniquely empathetic and strategic perspective to the table—especially when it comes to working with women.

In this advisor-focused webinar, Patti will explore:

• Why women are often excluded from key financial discussions—and how that hurts everyone
• How advisors can build stronger, longer-lasting relationships by truly engaging their female clients
• Lessons from Am I Going to Be Okay? that shed light on women’s most pressing financial anxieties
• Actionable strategies to improve retention and communication across couples and multigenerational clients

Whether you’re looking to enhance your client relationships, expand your practice, or better serve the women in your book of business, this conversation will offer both insights and inspiration.

Don’t miss this opportunity to learn from one of the industry’s most respected voices in wealth management.