Retirement realities: Unique challenges for women

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Retirement realities: Unique challenges for women

Mar 25 2024

Retirement realities: Unique challenges for women

MDRT members share their insights on the distinct challenges the female clientele faces and the importance of securing a fulfilling retirement journey for them through tailored financial strategies.

By Clay Gillespie, CFP, CLU, Twyla Hardham, CFP, Barbara A. Pietrangelo, CFP, ChFC, Brandon J. Wellman, CFP, RICP

Topics Covered

Client service Retirement planning Target marketing

AUTHORS

Featured in this video

Clay Gillespie, CFP, CLU
Secretary

Clay Gillespie, CFP, CLU is the 2024 Secretary of MDRT. He is a 23-year MDRT member with 21 Court of the Table and 20 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management in Vancouver, British Columbia, Canada. He specializes in retirement income planning. Gillespie’s extensive MDRT volunteerism began in 2007, and he has since served on an array of committees in various roles. In 2019, Gillespie served as Global Council Member and Advisory Board Chair of the Top of the Table Division. He has also served as Global Council Member of the Finance Division. Other leadership positions include service as Captain of the 2015 MDRT Annual Meeting Focus Session Committee and Chair of several committees within the Top of the Table Division.