SPEAKER: Kathy Healy, Financial Advisor, CFP

SESSION TITLE: Wealth for Women: Strategies to Overcome Retirement Savings Gaps

SESSION DESCRIPTION:

We’ll explore the keys to financial resilience and strategies to overcome the retirement savings gaps women face. Women navigate additional hurdles including longer life expectancy and career breaks that can make their financial planning more complex. Delve into strategies and practical knowledge to enhance retirement savings and confidently face the unique challenges women encounter in securing financial well-being for retirement. This session aims to empower women to proactively shape their financial futures.

Field of Study: Specialized Knowledge

Program Level: Overview / 1 CPE credit / technical

Prerequisites: None

Advance Preparation: None

Speaker BIO:

Kathy Healy, CFP®, founder and CEO of Healy Wealth Management in Atlanta, Georgia, has been recognized in this year’s Forbes Best in State Wealth Advisors – Atlanta High Net Worth Advisors and Top Women Wealth Advisors 2024, Best-In-State. Kathy has served more than 20 years in the financial services industry and provides a full range of financial services, including retirement and financial planning, wealth management, and insurance. Her husband, John Healy, CFA, is the Chief Investment Officer for Healy Wealth Management. Together they make an amazing team, working hard to improve each client’s financial well-being. Kathy’s education and certifications include CERTIFIED FINANCIAL PLANNER™, University of Georgia – Terry College of Business, MBA (University of Alabama at Birmingham), FINRA Series 7 held with LPL Financial, and FINRA Series 66 held with IFG Advisory, LLC and LPL Financial

Email: kathy.healy@healywealth.com

LinkedIn: www.linkedin.com/in/kathyhealycfp

Website: http://healywealthmanagement.com