How to Give Financial Advice to Women

Date: Thursday, November 21, 2013
Time: 5:00 PM - 8:00 PM
Location: Mansfield Holiday Inn
Speaker: Kathleen Burns Kingsbury

Don't miss this event from author and international speaker.  Please feel free to post and forward the attached flyer to you colleagues.  Thank you to HomeInstead for sponsoring this event.

5:00 PM Cash bar
5:45 PM Business Mtg
6:00 PM Dinner
6:45 PM - 8:00 PM Speaker

Location: Holiday Inn Mansfield, 31 Hampshire Street,  Mansfield, MA

Members:  $30                Student members:  $15
Non-members:  $40        Student non-members:  $25

Reservations required  by November 15, 2013
RSVP to this invitation or call 774-627-1380

Checks can be made out to BCEPC and mailed to:
Attention Trish Robertson
1 Father DeValles Blvd, Unit 8
Fall River, MA 02723 

About the Speaker:

Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and the author of several books including How To Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients (McGraw-Hill, 2013) and How to  Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients’ Needs (McGraw-Hill, 2014).

An international speaker, Kathleen presents regularly at industry conferences, is frequently quoted by trade publications including The Wall Street Journal, Reuters Wealth, and Financial Planning Magazine, and is a regular columnist for Financial-Planning.com.  She has written numerous articles for publications such as Advisor Perspectives, American Banker and Investment and Wealth Monitor and has been a guest expert on financial radio shows nationally. 

Kathleen is a faculty member of the Certified Private Wealth Advisor (CPWA) program and an adjunct lecturer at the McCallum Graduate School of Business at Bentley University, where she teaches “Psychology in Financial Planning.” She holds a Master’s Degree in Psychology and an Undergraduate Degree in Finance, and is a Certified Professional Co-Active Coach.

When she is not working, Kathleen is an avid alpine skier who lives for the next powder day. In the off-season, she enjoys road and mountain biking, kayaking, and sailing.

Her next book, How to Give Financial Advice to Couples: Balancing Her Needs with His will be published by McGraw-Hill in September, 2013.
 
For more information, visit www.kbkwealthconnection.com.
Related Document(s):

See Upcoming Event Calendar