February 11, 2025 -- PAID Annual Lunch Participants

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants 

  (Accepted for -1- CFP® CE Credit - Course Code: 314230)  

 Exciting News!

Join us for an insightful session with Janet Koh, Advisor Consultant at New York Life Investments, as we dive into the evolving financial needs of women.

Women control significant wealth and play crucial roles as financial decision-makers. However, many still feel disconnected from their advisors and the broader wealth management industry. Our comprehensive research, spanning over 5 years and including insights from over 3,000 women investors, reveals some startling truths:

Little positive change in women's perceptions of equality in financial services

 Many women feel excluded from financial conversations

A decrease in confidence in market understanding and investment choices

In this session, Janet Koh will share comparison findings from our 2019 and 2023 studies. You'll gain invaluable insights into:

➡️ The diverse needs and expectations of women clients based on current life circumstances

➡️ The five key attributes financial professionals must adopt to build stronger relationships with women clients

➡️ Best practices and actionable steps to better connect with women investors

Don't miss out on this opportunity to enhance your approach and make a meaningful impact. 

Janet Koh is an Advisor Consultant for NYLI product lines in the Pacific Region, supporting advisors with practice management, capital markets insights, and portfolio construction. She began her financial services career as a Financial Advisor with Smith Barney in Honolulu and New York before joining New York Life Investments in 2009. Over the years, she has held key roles in sales, relationship management, and practice management, providing thought leadership and strategic insights for advisors. Janet holds a Bachelor of Arts in Psychology from Barnard College of Columbia University and maintains Series 7, 63, and 65 FINRA registrations as a CE Certified Speaker.