- Thursday Aug 13, 2020
- Start Time: 12:00PM
- End Time: 1:00PM
FPA Austin August 13 Webinar Meeting
Thursday, August 13, 2020
12:00 – 1:00 pm
Topic: Women & Wealth
Speaker: Ashley Ilardo, Regional Director, Dimensional Fund Advisors
Ashley Ilardo is a Regional Director in Dimensional’s Communities team. Based in the Austin office, Ashley facilitates some of the firm’s specialty study groups and communities, including Compliance and Women and Wealth, and helps oversee the 80-plus study groups and communities Dimensional has globally. In this role, she creates content for study groups on topics related to investment solutions, messaging, and business strategy, and shares best practices across the team.
Dimensional is committed to exploring how we can help advisors offer women a better investment experience. Since 2015 we’ve been bringing Dimensional clients together to share insights on women and wealth. This presentation explores key lessons learned about serving different demographics of women, common financial hurdles they may face, and how advisors can incorporate those hurdles in financial plans and build deeper relationships with their clients.
Continuing Education: 1 CE approved