Salem – Renowned financial planning professional, Erin Wood, is set to take the stage as a keynote speaker at an upcoming women’s event, where she will impart her wealth of knowledge and expertise in the financial planning industry.
This event is an opportunity for women of all ages to come together and talk about money in a way that is relevant to their own lives and experiences.
Erin Wood, CFP®, CRPC®, FBS®, has been a voice for humanizing financial planning for more than 20 years. She’s been featured in The Wall Street Journal, Barron’s, NASDAQ and MarketWatch. In 2023, Erin was recognized as a finalist for the Women Working in Wealth Award by The American College of Financial Services. She also was recently named “Thought Leader of the Year” at the 2023 Wealthies Awards* ceremony in New York City.
Event Details:
Date: Thursday, September 28, 2023
Time: 6:00 PM-8:30 PM
Location: Broadway Commons, 1300 Broadway St NE, Salem, OR 97301
Event Name: Women’s Financial Planning GROW event
Erin’s presentation promises to be a highlight of the event. Her passion is equipping and educating women to be confident in making important financial decisions. Erin will dive into some myths regarding women and financial planning and look at how to women can better prepare themselves to feel more confident managing household finances.
Erin’s engaging speaking style and comprehensive knowledge of financial planning make this a must-attend event for women of all ages who are seeking to enhance their financial literacy and secure their financial future.
To register for this complimentary women’s only event, contact us at 503-370-9003 or [email protected].
*WMIndustry’s Awards “2023 Wealthies” are awarded to administrative staff that support financial advisors. Award recipients are selected based on quantitative measures of their initiatives including scope, adoption, and feature set-along with qualitative measures such as innovation, creativity and new methods of delivery.
About Erin Wood:
Erin Wood, CFP®, CRPC®, FBS®, has been a voice for humanizing financial planning for more than 20 years. As the financial planning leader at one of the nation’s fastest growing RIAs and advisor platforms, Erin speaks and works with firms nationally on how to incorporate a people-first planning approach within their firms, using tax planning, trust, retirement and insurance strategies. She’s been featured in The Wall Street Journal, Barron’s, NASDAQ and MarketWatch. In 2023, Erin was recognized as a finalist for the Women Working in Wealth Award by The American College of Financial Services.
Erin began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin. She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late twenties. The success of her financial planning career, along with her continued passion for helping others, led Erin to her career with Carson Group, where she is SVP of Financial Planning and Advanced Solutions.
Outside of work, Erin is committed to providing real-world financial advice and improving financial literacy through efforts like her Financial Flash video series and personal finance content that she regularly contributes to Kiplinger and HerMoney. She’s championed new avenues for bringing women into finance and has acted as a voice for women in financial planning through her work in the CFP’s Financial Advisor Working Group. In 2022, Erin led Carson’s inaugural Rock the Street Wall Street program teaching financial literacy topics and sharing potential career paths in finance to local high school students.
Erin graduated from Northwest Missouri State University in 2002 with a B.S. in communications and finance. She holds a CERTIFIED FINANCIAL PLANNER™ certification, as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University.
More information:
https://www.wealthmanagement.com/industry/wealthmanagementcom-announces-2023-wealthies-finalists
