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This session explores the findings from an exclusive study of your female clients and others like her conducted by Women Doing Well in partnership with Kingdom Advisors. Learn what she expects from an advisor and how to make simple changes in your practice to facilitate discipleship and solid planning. Research shows that seventy percent of widows end up leaving the family advisor within a year of a husband’s death. Don’t let this happen to you. Solidify your relationships now. The session facilitators are Pam Pugh and Sharon Epps, founding partners of Women Doing Well, an organization that offers training for advisory practices and instructive coaching for advisors as they work with women clients for biblical, holistic planning.
Sharon Epps is the Chief Operating Officer and Director of Training for Kingdom Advisors. Sharon has a background in corporate banking, as a stewardship pastor, and as an executive with Crown Financial Ministries and Generous Church. Sharon was also a co-founder of Women Doing Well. Sharon’s passion is to energize stewardship and generosity through highly-leveraged leaders.
Pam Pugh is a co-founder of Women Doing Well. Pam guides charitable organizations in strategic planning & implementation through her firm, Reaching Forward, LLC, and is passionate about forming generosity collaborations to unleash a wealth of financial resources to further the gospel of Christ. Pam helped pioneer the non-cash giving program as an executive with the National Christian Foundation.