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1 - 5of 5

Results: 5

Retirement realities: Unique challenges for women

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

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.
Autumn blossoms

Clay Gillespie, CFP, CLU; Twyla Dawn Hardham, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 1, 20257 min

Autumn blossoms

Retirement challenges unique to women.

Insurance protection: Talking tragedy vs. dreams

Chris George, CFP, TEP; Simon John Gibson, Dip PFS; Kindra Hall; Twyla Dawn Hardham, CFP; Terry C. Johnson; Darren W. Ulmer, CLP, CLU

Sep 1, 20246 min

Insurance protection: Talking tragedy vs. dreams

There’s a balance between scaring clients with reality and inspiring dreams.
Bringing attorneys and accountants into the fold

Anthony G. Engrassia, ChFC, LUTCF; Rebecca J. Gonzalez, CFP, CLU; Twyla Dawn Hardham, CFP; Benjamin Harding, CFP, ChFC; Darren W. Ulmer, CLP, CLU

Jul 1, 20246 min

Bringing attorneys and accountants into the fold

Relationships — or lack thereof — with a client’s other advisors can help build a business or stop deals dead in their tracks.
Red flags, regrets and reflection

Twyla Dawn Hardham, CFP

Jul 1, 20236 min

Red flags, regrets and reflection

Hardham learns from an acquisition that went much differently than expected.