By Charlotte Geletka, CRPC, Managing Partner at Cowan & Kohne Financial Planning

The women’s movement is alive and well. Women all over the country are standing together in solidarity for a myriad of reasons… but there might be one topic where women need to encourage one other to get on the bandwagon: financial empowerment. I’m talking about investing.

Women’s magazines talk budgets, shopping deals and clothing sales, but what about investment allocation or retirement portfolio options? Is investment talk still relegated to men?

Read the complete article here.

By Lucila Williams, CFP®, The Intentional Advisor™

Have you ever walked into a professional setting and felt … well … alone? You stand in a crowded room, look around, and wonder if you’re going to relate to anyone else. Will you have anything in common? Even though your profession is similar, are you both there for the same reasons? You feel out of your element as you scan the room and realize, “No one here looks like me.”

Why?
Because you’re a female financial advisor.

Only about 15 percent of financial advisors are women and a nominally better 23 percent of CFP® professionals are female. And those numbers have been stagnant for years.

Read the complete article here.

By Susan L. Combs, CEO at Combs & Company, LLC

Growing up in a town of fewer than 1,000 people in the northwest corner of Missouri I always had a sense of who I was and where I was from. Yet, when I moved to New York City, fresh-faced and fancy free right out of college, the realization that there were more people on my subway train each morning on my way to work than in King City, Missouri was a little daunting at times.

My father encouraged me to “find my tribe” and look up the University of Missouri Alumni Chapter in NYC after getting settled. He explained to me that I would have an instant connection with these people as we had a common bond of the University, and that we would just “get” each other without having to explain a whole lot. And they would also know that Missouri is in the center of the US, something that New Yorkers still seem to have trouble locating when I tell them where I’m from.

Read the complete article here.

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WIFS operates for the purpose of attracting, developing and advancing women in the insurance and financial services industry. Members, partners and sponsors benefit from mutual respect for everyone's professional development, focused interaction and access to member information on activity that supports our mission.