Advocacy, Leadership & Legacy how were Redefining Financial Security for Women in finance

In this special episode recorded at the AICPA Personal Financial Planning Symposium in San Diego, I sit down with Carolyn Larsen-Wieber to talk about the powerful role women are playing in shaping the future of finance. Our conversation centers around women empowerment, supporting elderly clients, and guiding women through major life transitions with confidence and clarity. We discuss how financial planning is not just about numbers, it’s about advocacy, trust, and creating long-term security during pivotal moments such as retirement, widowhood, divorce, or career changes. Carolyn shares how intentional planning, tax-aware strategies, and coordinated advisory teams help women feel supported rather than overwhelmed. This episode highlights why representation matters in the financial industry, how women in finance are uniquely positioned to lead with empathy and strategy, and why helping other women build confidence around money is one of the most impactful forms of leadership today. 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇: ✅Website: https://themodernsavvycpa.com/ ✅Instragram: https://www.instagram.com/sherronpermashwar/ ✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 ✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ 🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE