Date & Time

July 21, 2020
2:00 PM EST

About This Event

As the financial industry continues to see the rising class of high net worth women, financial advisors are adapting. In this upcoming webcast, New York Life Investments and ETF Trends will delve into recent research on women. The research explores their feelings about being the primary earner along with their investment habits to provide financial advisors with insights to help this incredibly important demographic, not just as opportunities, but as people.

Join Dave Nadig, CIO of ETF Trends and ETF Database, as he moderates the discussion on:

  • An overview of recent New York Life Investment research study and methodologies
  • Relationship dynamics within the household
  • The 4 types of female breadwinner households
  • How you can be their ideal financial advisor
  • What you can do now to empower her
Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees.



Director, Practice Management
New York Life Investments

Jennifer Tarsney is the Director of Practice Management at New York Life Investments. In her role, Jen is responsible for the development and delivery of practice management thought leadership to assist both senior management and advisors in understanding key trends and best practices in asset and wealth management.

ETF Trends and ETF Database