Laurie E. Ingwersen to Mentor Aspiring Women Financial Planners as Part of CFP® Board’s WIN-to-WIN Program

August 11, 2017, by The Harvest Group
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The Harvest Group’s Laurie E. Ingwersen to Mentor Aspiring Women Financial Planners as Part of CFP® Board’s WIN-to-WIN Program

Boston, MA – Laurie E. Ingwersen, Senior Wealth Management Advisor at financial advisory and wealth management firm, The Harvest Group, will serve as a mentor in the Certified Financial Planner™ (CFP®) Board’s WIN-TO-WIN mentoring program. WIN-to-WIN is a volunteer service designed to guide and support prospective female CFPs®, ensuring that women interested in financial planning understand the unique benefits of CFP® certification and have guidance through the process.

Ingwersen noted, “I am thrilled and honored by the opportunity to serve as a mentor in the WIN-to-WIN program. Women make up roughly 23 percent of the CFP® profession but that number can, and will, grow when young women receive proper mentorship and encouragement regarding a career as a CFP®.”

The WIN-to-WIN mentorship program is part of the CFP Board’s Women’s Initiative (WIN). WIN was launched in 2013 to “identify why relatively few women choose to become part of the financial planning profession, to make recommendations for encouraging and supporting women to pursue careers in financial planning, and to undertake efforts and campaigns to address the ‘feminine famine’ in financial planning.”

Ingwersen is a Certified Financial Planner™ Practitioner, CFP®, a Chartered Retirement Planning Counselor, CRPC®, and a Certified Divorce Financial Analyst, CDFA™. As a CRPC®, her knowledge is key in assisting clients work toward a worry-free financial future.  Ingwersen specializes in insurance and annuities, and can assist in all aspects of retirement and estate planning.

About The Harvest Group

Based in Waltham, MA, The Harvest Group is a family-owned Registered Investment Advisor (RIA) specializing in family wealth management. Led by Roger H. Ingwersen, CFP®, CIMA®, CRPC®, his son Todd M. Ingwersen, CFP®, CIMA®, and daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA™, the firm provides individuals, families and family businesses with one-stop, customized wealth management, investment management and financial planning services.

 

Applying a holistic approach to wealth management, The Harvest Group takes a long-term perspective to growing and preserving individual and family wealth. The family team of certified financial planners understands from first-hand experience that family wealth management is not just about money, but often involves complex and unique issues: family dynamics, amicable conflict resolution, business succession planning, and more.

 

Important Disclosure:

The Harvest Group Wealth Management, LLC is an SEC registered investment adviser principally located in Waltham, MA.  Information regarding our firm’s services can be found at www.myharvestgroup.com. A copy of our current written disclosure Brochure discussing our advisory services and fees remains available upon request.


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