Helping Women Reach Their Financial Goals

Dimensional is committed to exploring how we can help our clients offer women a better investment experience. Since 2015, we’ve been bringing Dimensional clients together to share insights on women and wealth. This community innovated over 2020 to explore concepts around serving different demographics of women. In this we will explore key lessons learned about women’s common financial hurdles, how to deepen relationships with women by building high trust environments and to focus on what matters now.

Learning Objectives:

• Discover how COVID-19 has impacted women’s financial goals and client experience.
• Learn what advisors can do to develop a strong connection between money and purpose.
• Understand tangible next steps to help women investors navigate common financial hurdles.

This session is sponsored by Dimensional Fund Advisors.