Women do not need less sophisticated advice.
They need advice that connects the numbers to their lives. This CFP®-focused course helps advisors understand how women often view money through the lens of safety, freedom, family, caregiving, independence, health, values, and choice. Using case studies and retirement calculations, the course shows why women are not less confident with money they are often more aware of what money has to protect.
In "How Women Think About Money and Why It Matters in Retirement" by Cary Carbonaro, you will:
- Learn how to ask better questions:
- Uncover the real concerns behind financial decisions;
- Build retirement plans that reflect women’s real lives, including longevity, widowhood, divorce, caregiving, health care, solo aging, family support, and emotional security.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor and Women and Wealth Ambassador at Ashton Thomas.
Meet Cary Carbonaro CFP®, MBA
Retirement planning experience
Cary Carbonaro is an award-winning Certified Financial Planner™ with over 25 years of experience. She is the Managing Wealth Advisor and Women and Wealth Ambassador at Ashton Thomas, where she leads a multimillion-dollar financial planning practice focused on empowering women.
Cary is the bestselling author of The Money Queen’s Guide and Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, which offers actionable strategies for better serving women in financial services. Wealth Management listed it in the TOP Books of 2025 for Financial Advisors. A respected industry voice, she’s been named to Investopedia’s Top 100 Financial Advisors list six times and is the first female member of the 2024 Nasdaq Advisor Council. She was named 2025 DEI Trailblazer of the Year by Investment News. She has been a CFP Board Ambassador for over a decade.
Retirement planning thought leadership and expertise
Through speaking, media appearances, and advocacy, Cary champions financial literacy and female empowerment.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
Do you need more than four hours of CE?
Then become a Subscriber! Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.
Not familiar with on-demand courses?
We help you be sure you’re comfortable navigating our on-demand system. Just contact customer service by email anytime or by phone at 586.677.7900 during eastern time regular business hours.
