Financial Planning for Female Clients
Tuesday, December 13, 2022
2:40 PM EST | 11:40 AM PST
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It’s common knowledge that, for many Americans, the greatest fear is outliving their retirement nest eggs. With retirement having the potential to stretch for decades, it’s no wonder people are worried.
- Discover the financial impact of gender pay gap, caregiving, and career breaks for women
- Explore what it is that makes investing for the long haul a more challenging proposition for women
- Develop strategies for helping female clients establish and maintain financial security
- Learn how to better serve your female clients
Accepted for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®.
Pamela J. Sams, CRPC
Jackson Sams Wealth Strategies
For 20 years, Pamela has been helping women improve their personal and financial wealth through solid financial life planning. She focuses on helping her clients secure their financial futures so they can sleep well at night.
Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has been quoted in articles in various financial publications.
She has membership in the Million Dollar Roundtable (MDRT). Membership in MDRT is a universally recognized mark of excellence for the most successful in the financial services profession. Pamela holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. She was featured in the Women in Wealth section of Fortune Magazine November 2020 issue as a top Wealth Manager in the Washington DC metro area. In 2021, Pamela once again received a Five Star Wealth Manager award and was highlighted in the Washington Post and the Wall Street Journal.
She successfully completed the demanding requirements to receive a Chartered Retirement Planning Counselor certification through the College of Financial Planning. Pamela also holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. Behavioral Financial Advisor’s integrate techniques founded in traditional finance, psychology and neuroscience to positively influence clients’ spending and saving behavior in the presence of challenging emotions.
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm, Pamela Sams, Investment Advisor Representative.
Founder, Advisor Perspectives
VettaFi | Advisor Perspectives
Robert Huebscher is the founder of Advisor Perspectives. Robert is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.