May 18 – University of Maryland Extension: Personal Finance Seminar for Professionals
Eleanor Blayney will present “Investing like a girl: Do women have what it takes to be savvy investors?” This session will look at the differences between men and women when it comes to investing, in terms of risk tolerance, goals, and decision-making. Strategies for educating women about investing, and engaging them in the management of their portfolios will be discussed, with particular emphasis on the ways investment concepts are communicated and presented. Visit their website for more details.
June 6 – 7 – Directions Circle Training Retreat in McLean, VA.
Advisors, join other like-minded advisors in an opportunity to learn to host your own circle gathering for women. Click here for more information.
June 11 – Directions Webinar – Financial Planning for Gay and Lesbian Families
In many ways, planning for gay and lesbian families is the same as planning for every other family. However, there are some critical differences that planners need to be aware of to ensure that they’re providing the most accurate advice possible. This presentation will focus on the major planning pitfalls and how to avoid them and give you practical advice for working with same sex couples.
June 12 – National Press Foundation, Washington DC
Eleanor Blayney will address women’s issues in retirement for the National Press Foundation’s Retirement Issues 2012 program.
September 13 – 14 – Our 3rd Directions Circle Training Retreat in McLean, VA.
Advisors, join other like-minded advisors in an opportunity to learn to host your own circle gathering for women. Click here to read our agenda as well as some comments from past attendees.