Her Money, Her Plan, Her Power

This presentation discussed the unique financial planning needs of women, emphasizing a holistic approach. The presenter highlighted that women control $2.2 trillion in Canadian financial assets but face challenges like a 40% wealth gap at retirement and higher caregiving pressures. The presenter's "Money Moves for Women" framework focuses on clarity, growth, protection, transitions, freedom, and legacy. The presenter stressed the importance of proactive planning, financial literacy, and emotional support. The presenter advocated for visual tools over spreadsheets and collaboration with women's teams to ensure comprehensive financial planning tailored to women's needs and goals.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 53m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Her Money, Her Plan, Her Power
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Sarah Balram

Empowering Canadians to Triumph through Life's Transitions, Sarah Balram is a beacon of resilience and transformation. As a Certified Financial Planner (CFP) specializing in marriage, divorce, and business, Sarah's mission is clear: to guide her clients through the turbulent waters of change and help them emerge stronger, wealthier, and wiser. As the visionary force behind Flip My Life, Sarah has earned acclaim for her innovative and holistic financial planning solutions. Her expertise as a Certified Divorce Financial Analyst (CDFA) and a Certified Financial Divorce Specialist (CFDS) equips her to deftly navigate the complex financial landscapes of divorce and separation, ensuring her clients emerge with their financial futures intact. Sarah's passion lies in not just safeguarding wealth, but in cultivating it, nurturing it, and watching it flourish. Through strategic partnerships and a holistic approach, she addresses every facet of her clients' financial concerns, empowering them to embrace their financial destinies with confidence and clarity.