Thursday, February 17, 2022 1:00 PM-2 PM CST

Financial Literacy for Women

A Toolbox for Financial Practitioners

Dr. Daralee Barbera, EdD, CFP®, ChFC®, CLF®, CMFC®, CPMC®, President of Diversified Professional Coaching, LLC

Event Details

Price

15

Date And Time

Thursday, February 17, 2022 1:00 PM-2 PM CST

Location

Online Event

Dr Daralee Barbera

Join us for this class featuring money and behavioral finance expert, Dr. Daralee Barbera.

Attention Certified Financial Planners®: This class as been approved by the CFP® Board

Continuing Education (CE) Program for 1.00 credit hour

  • CE Sponsor ID Number: 8418
  • Suggested Donation for the Class: $15
  • CE Program Reporting Fee: Additional $15

For the class only, the suggested donation is $15. For those seeking CFP® credit, there is an additional $15 requested to handle credit processing. Please know that ALL proceeds go to fund our non-profit vision of advancing financial education for women. Thank you for your support.

Financial Literacy for Women: A Toolbox for Financial Practitioners

The role of the trusted advisor has never been more important for clients, nor as complex.

Financial literacy is a life-changing differentiator on the path to financial security for women, for
those they love, and for those who rely on them. Financial, tax, and legal advisors can be the
essential links to educating female clients to improve their economic security and philanthropy.

Our class provides tools covering the quantitative and qualitative aspects of the Financial
Planning Process and considers financial literacy concerns for women, behavioral finance,
interior and exterior financial aspects in planning, goal setting made as simple as 1-2-3, client
change, advisor trust, and Moneyweave® Academy (MWA) tools.

As a 501.c.3. non-profit corporation, your gifts to Moneyweave® Academy, Inc., are
eligible for tax-deductible gifts to charity.

* Please note: If you are not able to attend the live class, you will be sent a copy of the
class recording as well as the tools and resources provided by the instructor.

About our Expert:

Dr. Daralee Barbera EdD CFP® CMFC® ChFC® CPBC® CLF® is passionate about the importance of financial literacy, comprehensive financial planning, personal and business development, and the critical role of leadership. She is a certified business coach, international speaker, professor, author, and consultant.

Dr. Barbera holds an EdD in Leadership and Organizational Change from The University of Southern California (USC), a BA in Mathematics (summa cum laude), and a MA in Secondary Education from California State University Long Beach (CSULB).

Dr. Barbera is an adjunct professor in the MSM and MSFP/MBA programs at The American College and California Lutheran University, respectively.

Daralee is a veteran of the financial services profession, retiring as Managing Principal after a distinguished 34-year career at Waddell and Reed. She was the Executive Vice President of GAMA International. She is President of Diversified Professional Coaching (DPC) LLC.

Dr. Barbera has co-authored two books: Women Matter – The Why and How of Gender Diversity in Financial Services and What You Can Do…When You Can’t – 21 Days to Personal Success. Her doctoral dissertation addressed Financial Literacy for Women and the Role of Financial Education.

As well as having served on The American College’s Board of Trustees, she is Past President of the GAMA International’s Board of Directors, past “Woman of the Year” for WIFS (Women in Insurance and Financial Services), is Chairman Emeritus of FPA Orange County, serves as an advisor for The American College Northwestern Mutual Granum Center for Financial Security, and was named as one of the “20 Women in Insurance You Need to Know” in 2013 by Life Health Pro. She belongs to FINSECA, WIFS, NAIFA, and FPA. She is on the Speaker Bureau for Finseca, Life Happens, and DPC.

Click here to connect with Dr. Daralee Barbera on Linkedin.

Asset 9

Our non-profit mission, concentration on comprehensive financial planning education for women, unambiguously well-qualified content experts and our beneficial impact set Moneyweave® Academy apart.

Contact Now

Email

info@moneyweave.org

FOLLOW US ON:

DISCLAIMER:The information and materials presented on moneyweave.org including in any webinars are exclusively for informational purposes only and are not intended to and do not constitute financial, investment, legal or other professional advice. Neither Moneyweave® Academy, nor its board, authors, or publishers are offering financial, investment, legal, accounting, tax or other professional advice or services and no professional relationship is formed.

While Moneyweave® Academy has used due diligence in preparing content and assembling the Qualified Experts, we do not make any representations or warranties nor assume any liabilities with respect to accuracy or completeness. We do not make any guarantee or other promise as to any results that may be obtained from using our content, Qualified Experts, or resources. We disclaim any and all liability in the event any information, material, or content, or advice/recommendations from Qualified Experts prove to be inaccurate, incomplete, or unreliable or result in any investment or other losses. We specifically disclaim any implied warranties of appropriateness for a specified use or purpose. As with any important self-improvement program, please seek the services of a competent, qualified, and ethical financial advisor or other professional about your unique financial situation and plan. Except where indicated and approved, the stories, characters, and entities presented are purely fictional. Any likeness to actual persons, either living or dead, is strictly coincidental.

While we have used due diligence in preparing content, we do not make any representations or warranties nor assume any liabilities with respect to its accuracy or completeness. We do not make any guarantee or other promise as to any results that may be obtained from using our content. We disclaim any and all liability in the event any information, material, or content proves to be inaccurate, incomplete, or unreliable or results in any investment or other losses. We specifically disclaim any implied warranties of appropriateness for a specified use or purpose. As with any important self-improvement program, seek the services of a competent, qualified, and ethical financial advisor or other professional about your unique financial situation and plan. Except where indicated and approved, the stories, characters, and entities presented are purely fictional. Any likeness to actual persons, either living or dead, is strictly coincidental.

Copyright© 2021-2023 Moneyweave® Academy. All rights reserved.

Elements of this site including graphics, text, logos, designs, and arrangement may not be used or reproduced without the written consent of Moneyweave® Academy.

Moneyweave®, the Moneyweave logo™, Weaving Money, Goals, and Values™ and all other related names, logos, and slogans are trademarks and cannot be used or reproduced without our written consent.