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Hosted by CT Valley Chapter of FPA Connecticut

NexGen+ After Hours Event - Investing Your Way: Women and Investing


THE TOPIC FOR THIS EVENT WAS CHANGED AFTER THE FIRST INVITE WENT OUT ON 5.16. WE HAVE THE SAME SPEAKER, BUT THE TOPIC IS WOMEN AND INVESTING.

This event was planned by the Nexgen Committee with under 40 advisors and CFP students in mind. However, this is our first Nexgen+ event where advisors of all ages are welcome to mingle with a young crowd, and check out this new format of meeting after hours. 1 CFP CE is applied for.

There is no cost for FPA members and all nexgen planners but you must be pre-registered. Space is limited - register early!

Schedule:
5:30 Registration Opens
6-7 Presentation
7- Adjourn for cocktails and networking, short walk to nearby restaurant

Wednesday, June 14, 2017
5:30 PM - 7:00 PM

Location

Farmington Inn
827 Farmington Avenue
Farmington   CT  
 




Agenda

 


Bill McManus
Director, Strategic Markets
Hartford Funds

Jun 14 2017 6:00PM


Investing Your Way - Women and Investing


An increasing number of wives are out-earning their husbands, but women often must take a time-out from working, resulting in reduced savings. To further complicate things, women often outlive men, so their money needs to last longer. While men and women often have similar financial goals, they often need to approach investing differently, so their journey toward those goals can take a different route. Learn to recognize the challenges they face and how to educate them about their options. Learn: • Women stand to manage trillions of dollars in the coming years and are the fastest-growing demographic • When it comes to financial advice, women prefer a person telling them in a clear, relevant, and even fun manner, rather than simply reading about it • It’s estimated that by 2018, 1/3 of new U.S. jobs will be generated by female-owned companies



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®PACE
Jun 14, 2017 Investing Your Way - Women and Investing Bill McManus 6:00 P 1.00 1.00