Women and Wealth: Lessons for Different Life Stages

Hosted by Kahne Krause, CFA and Ashley Ilardo

Full Access – only $99!

Workshop Instructor

When it comes to navigating their financial lives, do women have different needs? If so, why? While women are not a niche, there are common financial needs and hurdles that women may face at different life stages – including factoring in a longer life span, higher healthcare costs, lower potential lifetime earnings, and financial setbacks due to divorce. Please join us for this interactive session where we will share tools to help identify the potential transitions women may face, what your money is “for” and takeaways to pursue a better investment experience.

During this workshop they will detail:

  • The different challenges that women face in retirement
  • How women think about retirement differently than men (and most of the financial services industry)
  • Preparing for a longer life expectancy
  • Dealing with divorce or loss of your partner
  • Deciding what your money is “for” in your retirement

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Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.
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Frequently Asked Questions

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As head of client communities, Kahne oversees more than 80+ groups and forums ranging from traditional advisor study groups to executive forums and specialized groups focused on common interests – such as Women & Wealth and Sustainable Investing. Dimensional communities provide a place for clients to have trusted conversations, build on their expertise, share ideas and learn from each other. Kahne has been at Dimensional for over 16 years. In that time, she has also worked closely with RIAs to address their most significant issues – from developing investment solutions to addressing practice management needs to working through strategic business initiatives.

Prior to joining Dimensional in 2007, Kahne was a principal audio/video engineer at Walt Disney Imagineering, where she worked on the design and installation of theme park attractions at Disney parks worldwide. Kahne holds an MBA from the Anderson School of Management at UCLA and a bachelor’s degree in aeronautical and astronautical engineering from Purdue University. She is a CFA Charterholder.

In her career at Dimensional, Ashley has worked with some of Dimensional’s largest and most complex client relationships as part of the Enterprise and Bank Trust Groups.

Prior to joining Dimensional, Ashley was an investment executive at National Securities, where she established and maintained relationships with high-net-worth individuals. She holds an MS in finance from the University of Texas at Austin and a BS in mathematics and economics from Adelphi University.

Total Return

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Living in Retirement

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On Your Own in Retirement: Special Considerations for Singles, Divorcees and Widows

Family Dynamics and Your Retirement Plan – At the Intersection of Love and Money

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Taming the Factor Zoo – Making Sense of Investment Risk Factors

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