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FPA Monthly Chapter Webinar - June 23, 2021
Wednesday, June 23, 2021, 12:00 PM - 1:00 PM PDT
Category: Chapter Meetings

Wednesday, June 23, 2021

12:00 – 1:00 pm

"Meeting the Needs of Women Investors"

Presented by Laura McDowell, CFP®, CIMA®, AIF®, Regional Director, RIA Channel, Western Region, Charles Schwab & Co., Inc.

Meeting Sponsored by Charles Schwab & Co. Inc.
REGISTER NOW

About this Presentation

Women control more than half the personal wealth in the United States and about 80 percent of spending decisions. That makes them a financial force to be reckoned with. But for many financial advisors, unconscious blind spots and biases can make it harder to connect with women as prospects and clients. Meeting the needs of women investors gives you best practices, strategies, and tools for building success with women investors. This 50-minute education session reviews the basics of women as a financial force, lays out key steps to meeting women’s needs, and outlines practice strategies to use in your firm.

Learning Objectives -- You’ll leave the session with insights on how to:

  • Create communications that appeal to women

  • Onboard female clients thoughtfully

  • Facilitate referrals from loyal female fans and connectors

  • Create meaningful connections by planning across women’s life stages

By 2030, American women could control $30 trillion in assets. By attracting women to your firm and retaining them as clients, you can help grow and scale your business while serving an increasingly important client segment.


About our Presenter

Laura McDowell is a Regional Director supporting Schwab Asset Management Solutions. She is responsible for supporting the sales and distribution of the Schwab Funds®, Laudus Funds®, and Schwab ETFsTM to registered investment advisers, broker-dealers, and bank trusts in the Western Region. Prior to moving to support CSIM in 2015, Ms. McDowell was with the Schwab Center for Financial Research as a senior research manager working with the asset allocation and alternative beta strategist team. There she was responsible for researching, analyzing, and creating content to help advisers and clients understand alternative beta strategies. Before joining Schwab in 2013, Ms. McDowell was a regional director at IndexIQ, responsible for sales and distribution, specializing in alternative ETF discussions with registered investment advisers, family offices, and financial advisers. Prior to IndexIQ, she was an internal analyst with Morgan Stanley’s consulting services group responsible for assisting financial advisers with asset allocation and investment strategy selection, conducting portfolio analysis reviews, and constructing diversified portfolios for current and prospective clients. Ms. McDowell graduated from Manhattanville College with a Bachelor of Arts in international management and psychology. She completed the Certificate Program in Financial Planning at UC Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Ms. McDowell obtained the Certified Investment Management Analyst® (CIMA) certification from the Investments & Wealth Institute after completing the Investment Management Education Program at the Wharton School in 2018. Ms. McDowell is also an Accredited Investment Fiduciary® (AIF) and a member of Women in ETFs, serving on the University Outreach Committee. She holds Series 7 and 63 licenses.


Registration Details and Fees
REGISTER NOW
Pre-registration is required -- deadline: Tuesday, June 22. Pricing is per person.
  • FPA Member: $25
  • Non-Member: $50

Upon registration, participants will receive a confirmation email with a Zoom invitation link and other access details. Registration fees includes the presentation and materials as provided by the speaker and Continuing Education (CE) credit as appropriate.


Continuing Education (CE) Credit

Application has been made for one (one) credit hour of CFP Board CE credit. FPA also files applications for approval with Oregon Division of Financial Regulation and the Washington State Office of the Insurance Commissioner; though it is not expected for CE to be approved-- it is solely at the discretion of these entities only. Please note while FPA files CE credit for each of our offerings, credit is not guaranteed for this or any program. Approval of programs is solely granted by each accrediting authority (not FPA).

For approved programs, participants must prove participation in the full extent of the activity for FPA to file on your behalf. This is typically tracked upon logging in and out of the webinar, as well as verified through a unique code/ID announced during the program. Be sure to provide your appropriate certification numbers on the registration form for accurate filing on your behalf. Certificates of Participation for individual record keeping will be provided on a request basis (email [email protected]).


Sponsor this meeting! Contact Vicky Danielson at FPA at [email protected] for details.


Contact: Amoreena Burke at [email protected]