ENGAGING WOMEN INVESTORS
Outreach Toolkit
Finding and Funding Your “Why”
Help women identify their financial beliefs and motivations in a customizable workshop format.
“Finding and Funding” worksheet
Help workshop attendees determine their financial decision-making role with this printable, interactive worksheet.
Women as Money Mentors
Empower women to become financial mentors with our program, Money Confident Kids®. Includes five key themes with corresponding guide and social posts.
Investor presentation library
Build your own event series or financial literacy boot camp from our comprehensive collection of turnkey, client-ready content.
Want more? Contact a sales representative today to access free, customizable marketing materials—including social posts and email templates—to promote your presentations and events.
Engaging Women Investors: Foundational toolkit
Understand and empathize. Use these resources to gain insight and develop skills for authentically connecting with women investors.
Engaging Women Investors: Client Resource toolkit
Educate and empower. Help your clients achieve their goals with printable and customizable resources.
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