About this Event
Join us in-person at FutureHER - a game-changing day for financial service professionals advising women in midlife and beyond!
Join Us for FutureHER!
The Canada Council Art Bank is an incredible and creative space ideal for exploring women's longevity, solo retirement, shifting identities and the rise of financial responsibility and wealth through a gender specific lens.
Connect, learn and gain key insights that will help you advise and guide female clients in closing the later life "readiness gap." It's time to help women manifest their best life ever with choice, personal and financial security and fulfillment as the age.
FutureHER - come grow as a professional and get ready to excel in your service to Boomer and Gen Xer women!
Why Attend?
- Better understand the evolving needs of women clients in midlife and beyond
- Strengthen your advisory approach with real-world insights
- Turn emerging trends into actionable strategies
- Connect with peers ready to deepen their value and relationship with women in midlife and beyond.
Program Highlights
WELLBEING: Check your vitals
- The Readiness Gap — Jennifer Moir
- Brain Health and Gender— Nora Spinks
WEALTH: Fly Solo
- Gray Divorce — JoAnne Martin, CFP
- Solo Retirees — Nora Spinks
WHAT’S NEXT: Reframe for Results
- Shifting Roles & Responsibilities — Elizabeth Orton & Jill Fratpietro
- Elevate Your Practice - Panel and audience
Additional Event Information
Nutritious and delicious lunch provided by Thyme and Again
Awesome swag bags
CE credits available (Continuing Education)
Parking details will be provided prior to the event
Agenda
🕑: 09:00 AM - 09:30 AM
Doors open
Info: Enjoy a coffee, soak up the creative space of the Art Bank, and settle in.
🕑: 09:30 AM - 09:40 AM
Welcoming Remarks
🕑: 09:40 AM - 10:40 AM
Wellbeing: Check your Vitals
Info: Speaker: Jennifer Moir Topic: The Readiness Gap Speaker: Nora Spinks Topic: Understanding Your Brain
🕑: 10:55 AM - 11:55 AM
Wealth: Flying Solo
Info: Speaker: JoAnne Martin, CFP Topic: Gray Divorce
Speaker: Nora Spinks Topic: Solo Retirees
🕑: 12:00 PM - 01:15 PM
Tour and Lunch
Info: Enjoy lunch from Thyme & Again and a tour of the Canada Council Art Bank
🕑: 01:20 AM - 02:30 AM
What's Next: Reframing for Results
Info: Fireside chat: women with lived experience Topic: Shifting roles & responsibilities
Elizabeth Orton, Jill Fratpietro
Panel: various & audience participation Topic : Putting it into Practice
🕑: 02:30 PM - 02:40 PM
Making Change: A Vision
Host: Jennifer Moir
🕑: 02:40 PM - 03:00 PM
Advisor Wellbeing: Self-reflection, Self-care
Host: Nora Spinks
Event Venue & Nearby Stays
The Art Bank, 921 Saint Laurent Boulevard, Ottawa, Canada
CAD 182.02 to CAD 212.11
