June 11, 2026
Lindsey Lewis, MBA, CFP®, ChFC®, talks retirement, tax planning, practice management, and more with a host of veteran advisors.
In this episode of our Shares podcast, Lindsey Lewis joins us from Horizons 2026 as she speaks with attendees to ask them about their tips, tricks, and advice on how to help clients plan for retirement, manage taxes, and meet their other financial goals.
Lindsey Lewis, MBA, CFP®, ChFC®, has built a career around women and money. She not only helps women take charge of their finances, but she also stands as a champion for diverse women in the financial services industry in her role as managing director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence focused on research and advocacy within The American College of Financial Services.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
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