Women in Finance: Behavioral Finance - Unlock the Influence of Women Investors
True Point Wealth Counsel
Our friends at the Financial Planning Association (FPA) of Southwestern Ohio for the next installment of their Women in Finance series, focused on the intersection of behavioral finance and the modern female client.
This session features Reya Wannessian, Global Market Lead Researcher at Capital Group, presenting actionable findings from proprietary research on female investors. Attendees will gain concrete insights into decision-making styles, client loyalty drivers, referral patterns, and advisor selection criteria unique to women investors. Following the presentation, participants are invited to engage in an interactive Q&A session, followed by dedicated time for networking and ✨girl dinner🧀.
Speaker: Reya Wannessian is a Global Market Lead Researcher at Capital Group
EVENT TIMELINE:
4:15 PM: Registration
4:30 - 6:30 PM: Presentation & Girl Dinner
