Date & Time

March 10, 2020
2:00 PM EST

About This Event

Today, women control a substantial amount of wealth, $14 trillion, in the U.S. according to Forbes, and control 70-80% of all consumer purchasing. In this upcoming webcast, ETF Trends and New York Life Investments will provide actionable tools that ensure retention and drive acquisition with female clients by:

  • Rethinking Roles
  • Breaking Unconscious Exclusion
  • Rescuing Relationships
  • Education is a Passport
  • Operating on Her Terms
  • Results with Relationships
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.