Author: Carol Erdmann

Female Financial Advisors Helping Women

The share of female financial advisors remains frustratingly low. This is not news. One estimate by the Bureau of Labor Statistics indicates that 31% of financial advisors are women, though Barron’s puts that number closer to 20%. Nor is it news that the share of women advisors has increased in recent years—a welcome sign of progress. Nevertheless, despite industry and individual efforts to recruit and retain female financial advisors, progress has been disappointing. Why is that?

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For Richer, For Poorer

The love between couples is expressed in many ways. It may be as deeply profound as the emotional support provided during difficult times or as intimate as a kind word or gesture when least expected. What is often overlooked as an expression of love for a partner is estate planning for the day when one partner dies.

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FREE 10.1 Q&A – Ann Kavanaugh

There’s more to this seasoned business woman of 34 years than meets the eye. In this Q&A, Kavanaugh talks about the evolution of her career, as well as her personal commitment to the community at large. Her life has deep roots in Berwyn, Pa., one of a string of towns along the “unofficial” historical Main Line of the Pennsylvania Railroad, a getaway spot for 19thcentury Philadelphia aristocrats.

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FREE 8.1 Q&A – Judy Beckman

What APFS affiliated advisor Judith Beckman knows is that women are capable of dictating the direction of their financial future. In fact, she built her business on that precept. Having served on a number of boards, including The Long Island Center for Business and Professional Women, The National Association of Women Business Owners (NAWBO) and, most recently, The Long Island Small Business Assistance Corporation— which provides funding for female business owners—Beckman personifies the feminist spirit. With a mission to empower the female investor, she is changing the lives of generations of women to come, one client at a time.

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