Select Language

Select a Language
If you click Change User the user id will update, triggering a page reload, which will propagate that new user's context on the page. If you click the refresh button after you select a new user it will refresh and take you back to the original logged in user.
Log in to access resources reserved for MDRT members.
  • Learn
  • >
  • Retirement realities: Unique challenges for women

Mar 25 2024

Retirement realities: Unique challenges for women

MDRT members share their insights on the distinct challenges the female clientele faces and the importance of securing a fulfilling retirement journey for them through tailored financial strategies.

By Clay Gillespie, CFP, CLU, Twyla Hardham, CFP, Barbara A. Pietrangelo, CFP, ChFC, Brandon J. Wellman, CFP, RICP

Topics Covered

Client service Retirement planning Target marketing

Share

AUTHORS

Featured in this video

Clay Gillespie, CFP, CLU

Clay Gillespie, CFP, CLU is the 2024 Secretary of MDRT. He is a 23-year MDRT member with 21 Court of the Table and 20 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management in Vancouver, British Columbia, Canada. He specializes in retirement income planning. Gillespie’s extensive MDRT volunteerism began in 2007, and he has since served on an array of committees in various roles. In 2019, Gillespie served as Global Council Member and Advisory Board Chair of the Top of the Table Division. He has also served as Global Council Member of the Finance Division. Other leadership positions include service as Captain of the 2015 MDRT Annual Meeting Focus Session Committee and Chair of several committees within the Top of the Table Division.

Twyla Hardham, CFP

Twyla Hardham, CFP, is a six-year MDRT member from Kelowna, British Columbia, Canada.

Recently Added

Elevating your financial advisory journey: how the right mentor can propel your success to new heights [Surabhi Chaudhary]

Elevating your financial advisory journey: how the right mentor can propel your success to new heights

By Surabhi Chaudhary

View
Breaking the stereotypes young adults have of financial advisors in Singapore

Breaking the stereotypes young adults have of financial advisors in Singapore

By Brian Chok

View
Build a client’s lasting legacy

Build a client’s lasting legacy

By Marvin H. Feldman, CLU, ChFC

View
Beyond finance: Individuals outside the financial profession every financial advisor should learn from [Nirmal Debnath]

Beyond finance: Individuals outside the financial profession every financial advisor should learn from

By Ayushi Sharma

View
How to tailor financial advice to fit the unique needs and goals of your clients [Merryl Baptista]

How to tailor financial advice to fit the unique needs and goals of your clients

By Ayushi Sharma

View
Anticipating the financial needs of Gen Z clients and advising prospects towards adequate insurance cover [Komal Atal]

Anticipating the financial needs of Gen Z clients and advising prospects towards adequate insurance cover

By Nikhil Varma

View
Enhancing your offline persona through cultivating an online presence: Tips and strategies [Khushboo Bajaja More]

Enhancing your offline persona through cultivating an online presence: Tips and strategies

By Ayushi Sharma

View
A former flight attendant's sky-high client servicing standards [Beth Daffodil Uy Tan]

A former flight attendant's sky-high client servicing standards

By Beth Daffodil Uy Tan

View
Finding motivation during challenging times as a financial advisor

Finding motivation during challenging times as a financial advisor

By Augustine Seah

View
How I navigate awkward conversations with clients

How I navigate awkward conversations with clients

By Aaron Kane, B Bus, AFA, Adam Thomas Rex, AIF, CFP

View
Retirement realities: Unique challenges for women

Retirement realities: Unique challenges for women

By Clay Gillespie, CFP, CLU, Twyla Hardham, CFP, Barbara A. Pietrangelo, CFP, ChFC, Brandon J. Wellman, CFP, RICP

View
Overcoming a financial advisor’s internal self-doubts [Cedrick Cruz]

Overcoming a financial advisor’s internal self-doubts

By Joana Austria

View