What makes a client conversation successful? Hear directly from both a financial professional and her client!
Join the Women’s Inclusion Network (WIN) and FINSECA on November 9 at 12 PM CT / 1 PM ET for Conversations That Close: Live with Carey Yukich.
Carey Yukich, Co-Owner and Financial Planner at TrueWealth Advising Group, Inc., will share her strategies for building trust, asking the right questions, and guiding client decisions. One of her clients will also join to share firsthand insights on what builds confidence and inspires action.
Details
Date: Monday, November 9, 2026
Time: 12 PM CT / 1 PM ET
Presenter: Carey Yukich, Co-Owner and Financial Planner at TrueWealth Advising Group, Inc.
This webinar is open to all!
Not a WIN member? Join the Women’s Inclusion Network for more webinars, networking, and professional development opportunities.
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