Webinar
Tuesday, September 11, 2012 

How to Give Financial Advice to Women

ABOUT THE PROGRAM: 
Over the next forty years, women will inherit approximately 70% of the $41 trillion in intergenerational wealth transfers or $28.7 trillion in assets. Unfortunately, many of these female investors report feeling misunderstood, dissatisfied, and mistrusting of the male-dominated financial services industry. Unless you are proactive in engaging these women in the advising relationship, you run the high risk of being fired when she goes through a family transition such as the death of her spouse or a divorce. However, if you take steps now to engage her in the advising relationship, you can reduce this risk and become a trusted advisor in her eyes. Whether you work with women individually or in couples, the information in this webinar is vital to your continued success. 

SPEAKER:
Kathleen Burns Kingsbury is a wealth psychology expert and behavioral change specialist. She teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.
Click here for full bio

For more information about Kathleen’s book or to listen to video and/or audio interview with her, visit: http://www.kbkwealthconnection.com/howtogivefinancialadvice/

Click here to view handout

Click here to view the presentation

Women & Wealth
Female Friendly Marketing

Webinar

Market and Economic Perspectives
April 10, 2012 

The following recorded presentation is designed to give great insight into the markets and economy over the course of the 2011-2012 based on forecasts and research from Goldman Sachs. During the presentation, we reviewed  a recap of the economy as well as the global equity and fixed income markets from 2011.  We then gave information from a macro economic perspective by detailing our views on major themes such as unemployment, US and Global Growth, Interest Rates, Federal Policy, Inflation and Housing.  After providing this information, we then gave insight into how these macro themes will play into Goldman’s thoughts and forecasts on the Fixed Income, Equity and Currency Markets.

The goal from a learning perspective is to allow advisors some deeper perspectives on what they should be thinking about on the economy and markets over the course of the next few years in order to create the best possible portfolios for their clients. Additionally, it will help them as they build financial plans for their clients that will allow them to reach their financial goals in the near future and long term as all of these themes will play into financial planning.

CLICK HERE to view recorded presentation
CLICK HERE to download the  March 2011 Goldman Sachs Market Pulse.
(Michael Armstrong can add you to the  distribution list for future  Market Pulse publications)  

Presenter:
Candice Tse is a vice president within GSAM's Third Party Distribution Product and Portfolio Strategy team. Candice has been with Goldman Sachs Asset Management for over ten years. She joined the portfolio strategy team after receiving her M.B.A. in Finance and Management from Columbia Business School. Prior to attending Columbia, Candice spent three years in Institutional Sales focusing on relationship management and business development for middle market clients. Before joining the sales team, Candice worked in Portfolio Administration for four years and was the team leader for Institutional Equity. She graduated from Rutgers University Magna Cum Laude with a Bachelor of Science degree in Marketing.

The FPA of Greater Cincinnati  appreciates the  sponsorship  of Goldman Sachs  for this  educational webinar. We encourage  all members to listen to the presentation and consider  Goldman Sachs for your client’s Wealth Management solution. Learn more about Goldman Sachs  by contacting  its regional representative, Michael Armstrong.
 
The FPA of Greater Cincinnati also appreciates  Capital Analysts  for the sponsorship of the WebEx technology used  by the FPA for these presentations.

Globalize Your Thinking
June 26, 2012

Hosted by: Oppenheimer Funds
Presented by: Brian Summe

Click Here to View Pesentation