- Wednesday Jun 19, 2019
- Start Time: 11:30AM
- End Time: 1:00PM
- Dimensional Fund Advisors
Join us for our 2nd Quarter Women’s Initiative Event
Building Stronger Relationships with Women
Presenter: Ashley Ilardo, Senior Associate with Dimensional
Wednesday, June 19, 2019
11:30 am – 1:00 pm
Dimensional Fund Advisors
6300 Bee Cave Rd, Building One, Austin, TX 78746
Open to all Members and Partners. There is no charge to attend. Lunch will be provided by Dimensional.
Sponsored by Dimensional Fund Advisors
Dimensional is committed to exploring how we can help advisors offer women a better investment experience, and since 2015, has been bringing advisors together to share insights on women and wealth. In this presentation, Ashley Ilardo will discuss key lessons learned about women’s common financial hurdles, whether serving women is different, and how to deepen relationships with women by building high trust environment.
As a Senior Associate, Communities, Ashley helps oversee more than 70 groups and forums globally, ranging from traditional advisor study groups to executive forums and specialized groups focused on common interests, such as “Women and Wealth.” She consults advisors on a wide range of issues, including portfolio design and construction, practice management issues, and client communications.
Prior to joining Dimensional in 2016, Ashley was an Investment Executive at National Securities where she established and maintained relationships with high net worth individuals. Ashley holds a Master of Science in Finance from the University of Texas, and a Bachelor of Science in Mathematics and Economics from Adelphi University.
What is the FPA Austin Women’s Initiative? It is our newest program of educational networking events designed to promote gender diversity within the financial planning industry. The goal of the program is twofold: 1) support and equip women with resources and best practices to help them with career advancement, skills training, and client management, and 2) create greater awareness and understanding about the different challenges and biases that women face in the workplace. If you are interested in learning more about this initiative, please contact us at email@example.com.