Despite their increasing financial influence, women continue to be underserved by the financial services industry.
At the same time, they actively seek advisors who understand their challenges to acquire wealth, achieve financial literacy, and gain economic autonomy. For financial professionals, this presents both an opportunity for growth and a potential risk to long-term asset retention.
To attract and retain female clients, financial professionals must create retirement solutions specifically designed for women's unique needs offering targeted support to ensure their financial success.
With over 30 years in the financial services industry, Heather Schreiber, IRMAACP™, RICP®, NSSA® has dedicated her career to providing advanced planning support and education to financial and tax professionals. Her passion for consumer advocacy and a deep understanding of the critical role advisors play in improving financial literacy and retirement readiness have been the driving forces behind her success. Heather excels at simplifying complex financial strategies, helping advisors seamlessly integrate them into their income planning solutions.
Heather is a sought after keynote speaker on Social Security and tax efficient retirement income strategies, known for blending deep expertise with a touch of humor. Founder of HLS Retirement Consulting in Woodstock, GA, Heather and her team focus on advanced case design so their advisor clients can focus on delivering exceptional, personalized service to theirs.
She is an established author on Social Security and other retirement income-related topics. She has been published in AARP, the Wall Street Journal, USA Today, Think Advisor, The Street, Investor’s Business Daily, Ed Slott’s IRA Advisor, and other financial publications.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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