Gladstone Wealth Partners’ Post

Calling all women who invest (or want to learn how to start)! Did you know studies have shown that women investors often outperform their male counterparts? Ready to harness that power and take control of your financial future? In honor of Women’s History Month, we’re hosting a special virtual event to help empower women with more in-depth wealth management knowledge and tools. Join our all-star panel of female leaders at Arta Finance to discover financial strategies women should consider as they grow in both wealth and in life. 🎥 Arta For Her: Building Wealth For Women, By Women 🗓️ Mar 27, 2024 (Wednesday) at 4 pm PT 👉 Save your spot here: https://lnkd.in/ekKEx5bH You’ll learn: 🔹 How to build a diversified investment portfolio 🔹 How to access exclusive asset classes like venture capital and private equity 🔹 How to maximize tax-advantaged investment opportunities 🔹 How life insurance can both protect your loved ones and help build long-term wealth We hope to see you there!

2024 could be a pivotal year for women on Wall Street. With 30% of new CFPs (certified financial planners) being women, but only 23.6% in the total count, the need for progress is evident. Girls Who Invest is at the forefront of this change, working not just to get women into finance but to keep them there. Let's rally to support their mission and ensure the financial industry becomes more inclusive and diverse! https://lnkd.in/g4nw5NYx Katherine Jollon Colsher Girls Who Invest #wallstreet #womeninvestors #investing #womeninfinance #financialplanners #womeninbusiness

Calling all women who invest of want to learn how to start in our session on Building Wealth for Women by Women!

Got questions about investing? These two dynamos are fun to engage with and you’ll leave wiser.

Introducing Our Industry Newsletter. 📨 At the core of The Beam's mission is bettering the finance industry for women. While we focus on supporting women in their financial literacy and empowerment, the way the industry responds to them remains a key element. This is why The Beam proudly engages financial professionals in the industry to generate ideas on how we can better serve women wealth holders. With this in mind, and to amplify the ongoing conversations from our events and workshops, we have decided to launch an Industry Newsletter exclusively for professionals in the financial industry. This newsletter will serve as a platform to continue discussing innovative ways to cater to women clients. With our knowledge of the needs of female wealth holders, data gathered through successful partnerships and industry events, and access to experts, we're excited to channel these insights and share them with the broader industry community. What can you expect? Every three months, we will share our insights on female wealth holders, upcoming events, expert commentary, partnership opportunities, and other relevant information, including our latest survey on the needs and challenges faced by women seeking wealth management services. If this sounds like something for you or your colleagues, sign up below in seconds to access our first industry newsletter, which is launching next Wednesday: https://lnkd.in/g6tyKPFe

Thank you to all involved in coordinating this eye-opening event. It's great to once again witness professional women coming together to educate, advocate, and support each other. A few learnings to consider when financial planning: ⭐ It's never too early to start financial planning ⭐ 56% of the U.S. labor force are women 💪 ⭐ Women outlive men by 5 years on average ⭐ On average, women spend $195,000 more on healthcare costs than men in retirement ⭐ Don't settle for any financial planner; ask for referrals from trusted individuals ⭐ Negotiate with financial planners ⭐ The estimated cost of raising a child to age 17 is $310,605 (Cassidy Ford, CFE this one for you 😂 )

Join us for our next webinar in our Women & Wealth Series! Understand the basics of estate planning and implement steps to build a strong financial legacy.

Smart companies are recognizing that 50+ women may be their most ambitious, dedicated and hungry talent segment. The majority of the world's most powerful women are in Q3 - the 3rd Quarter (50-75) of our longer, 100-year lives - have never looked better, felt fitter or wielded more power. Let me partner with you to create confidence, purpose and success with your financial future. My purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management. Let's make 2024 your best year yet!

March is Women's History Month, a time to honor the achievements and contributions of women throughout history. From trailblazing entrepreneurs to savvy investors and financial leaders, women have been breaking barriers and reshaping the financial landscape. Yet, despite these accomplishments, many women still face unique challenges when it comes to money management, investing, and achieving financial independence. This Women's History Month, let's empower women to take control of their finances, build wealth, and create the future they deserve. Whether it's through education, mentorship, or access to resources, we're committed to supporting women on their journey towards financial success. Join us in celebrating the achievements of women in finance and championing financial empowerment for all. Together, we can create a more inclusive and prosperous financial future for generations to come. #WomensHistoryMonth #FinancialEmpowerment #WomenInFinance #FinancialPreparedness #financialjourney #financetips #finance #financegoals #financecoach #personalfinance #financefreedom #financeexpert #financialindependence #financialeducation #financialadvisor #financialadvice #financialservices