Serving Women Clients: Addressing Unique Financial Challenges

Women face distinct financial challenges throughout their lives, from wage gaps to care giving responsibilities to longer life expectancies, and it's essential for CFP® professionals to understand these factors to serve them effectively. This is especially pressing as we anticipate a “great wealth transfer” that will put trillions of dollars into the hands of women. In this webinar, we'll explore insights from recent CFP Board research and strategies for addressing the specific needs of women clients at every stage — whether they’re building wealth, managing life changes or navigating retirement.

Learn how to build lasting relationships, offer tailored advice and empower women to take control of their financial futures.

The webinar is 60 minutes and is eligible for 1 CE credit.

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Panelists

Elaine King, CFP® is the founder of Family and Money Matters™, with the mission of empowering the family’s financial and human capital to achieve financial wellbeing.  She has served as the Family’s Financial Planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans.  Elaine is a Financial Education advocate, with over 19,000 students online, creator of the first family financial program in LATAM, and winner of the Best Latin book award.  She was recognized in 2023 as Investopedia's Top 10 Financial Advisor and in 2017 as People Magazine’s Top 25 Influential Hispanic Women. Elaine is a Forbes Advisor Board Member and has been featured in the WSJ, CNN, Telemundo, Univision and is a columnist for financial journals in the US and LATAM. 

Cary Carbonaro, CFP® is an award-winning, internationally known personal finance expert with over 25 years of experience. She is currently Managing Advisor, Women and Wealth Ambassador for Ashton Thomas Private Wealth.  She has been a CFP Board Ambassador for over a decade.  Previously, Cary was a partner and Head of Women’s Leadership at United Capital, which was acquired by Goldman Sachs. A recipient of the prestigious 2016 InvestmentNews Women to Watch award, she was also listed as No. 4 among the Top 100 Advisors in the U.S., as ranked by Investopedia. Additionally, she was listed in Investopedia’s Top 100 rankings for 2018, 2019, 2020, 2021 and 2023.  Cary was appointed as the sole female on the Nasdaq Advisory Council in 2024.  Cary’s 2015 book, The Money Queen’s Guide for Women Who Want to Build Wealth and Banish Fear, was an Amazon No. 1 bestseller in Wealth Management in several countries. Her newest book, published by Wiley in April 29 2025, is entitled “Women and Wealth: A Playbook To Empower Clients and Unlock Their Fortune.”  It is a book to harness the upcoming wealth shift to women and teach financial advisors how to serve female clients.  She has been a guest on “Fox & Friends,” “The Today Show,” Newsmax, CNN, CNBC, CBS, ABC and NPR, and is a frequent guest on Fox 5, PBS’s “Nightly Business” and WPIX-NY. She has spoken all over the world about financial literacy for women. Cary holds a B.A. from SUNY Cortland and an MBA from Long Island University. She endowed a scholarship for women in business at SUNY Cortland. She is in the benefactor circle for the CFP Board’s Center for Financial Planning.   

Questions? Please email Seema Naicker, CFP®, Sr. Manager Program Development.