GW Network of Professional AdvisorsThe George Washington University's Network of Professional Advisors brings together estate planning attorneys, financial advisors, accountants, and other philanthropic advisors with GW ties.

This network provides opportunities to establish and grow relationships with other professional advisors and join an online listing of GW-affiliated advisors accessible to 300,000 GW alumni worldwide.

Our events will provide a platform to build community, hear from top GW scholars, learn about trends in philanthropy, and share ideas for enhancing your practice through effectively supporting your clients' philanthropic desires.

Here at GW, we recognize the important work performed by professional advisors in helping clients fulfill their goals and dreams, both personal and philanthropic. We welcome you to join a growing community of professional advisors that GW wishes to support now and in the future.

If you are interested in information on joining, please contact Courtney Tsai, JD, CAP® at pgiving1@gwu.edu or 877-498-7590, or fill out this form to let us know.

Register Now: What Women Want with their Money in Retirement

The GW Network of Professional Advisors invites you to attend What Women Want with their Money in Retirement, a virtual event featuring a panel discussion with:

  • Carrie Schwab-Pomerantz | Charles Schwab Foundation, Charles Schwab & Co, Schwab Charitable
  • Annamaria Lusardi | The George Washington University, Global Financial Literacy Excellence Center (GFLEC)
  • Erin Hogan | Bank of America Private Bank
  • Moderated by: Candi Kaplan | Kaplan Financial Group, Kaplan Benefits Group

As women approach or are in retirement, they may experience some level of anxiety regarding their future financial security. Our expert panelists will discuss: the relationship between financial literacy and financial confidence, financial planning tips for women facing their retirement, and how women may incorporate philanthropy into their financial and legacy planning. This discussion, geared toward professional advisors and GW alumni and friends nearing retirement, will help empower women to become more confident with their financial and legacy planning in their golden years.

What Women Want with their Money in Retirement
Thursday, June 24
3:00pm EDT
Online via Zoom

Register Now

This event will take place over Zoom. Please register your attendance in advance. A link to access the event will be sent to all registered guests prior to the event.

If you would like additional information on this event, please contact Louisa Sizemore at lsizemore@gwu.edu or 877-498-7590.

Professional Advisors Contact Form

Please use this form to let us know if you'd like to be added to our Network of Professional Advisors.

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