You and Your Money workshop

Women, wealth, and wisdom

Whether they are married, divorced, widowed, or single, women may have to navigate unique challenges to build a financial strategy that makes sense for them. While that may seem overwhelming, this workshop is designed to ensure your female clients and prospects have the wisdom they need to make their money work for them.

Empower your female clients to take control

We want to empower your female clients with the knowledge they need to take control of their money. With this workshop, we’ll start with their attitude about money and then help them examine certain life circumstances that are typically unique to women — circumstances they should be aware of as they gain more control over their finances. Lastly, we’ll help them shape their financial future through personal and practical exercises.

Retain your female clients and prospects

This workshop may help you attract and retain more female clients by understanding and responding to their unique needs. Attending this workshop can help your clients and prospects: 

• Discover the origins of their attitude about money
• Identify what they value most
• Learn how to help financially protect their values 

• Boost their financial literacy

Get started with the You and Your Money workshop 

To learn more about this workshop, start by filling out the form below. A Global Atlantic representative will email you the program materials and set up some time to discuss your needs. All programs are customizable and available online or in-person.