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Coffee Talks

Edition 58 – Innovation, Technology and Education for Gender Equality

Edition 58 – Innovation, Technology and Education for Gender Equality

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.
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In this edition of Coffee Talks, Advocis welcomed Jackie McCann-Scott, CFP, CHS, Financial Advisor and Owner of Lupin Planning Group Inc. as she shared her strategies for educating female clients, discussed how she is structuring her practice to remove barriers for female advisors, and how she incorporates technology to improve her clients’ financial literacy.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

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