DT | Women & Financial Wellness
Name:
DT | Women & Financial Wellness
Date:
January 31, 2019
Time:
11:45 AM - 1:00 PM CST
Registration:
We're sorry, public registration for this event has been closed.
Event Description:
Women have come a long way personally, professionally and financially, but when it comes to finances, there’s still considerable work to be done to level the playing field. We will celebrate the progress made, deeply examine the specific financial challenges women face across their lifetimes, and offer potential solutions and actions for funding the present and future.
Our study uncovers how women’s superior longevity, multidimensional life journeys and higher lifetime health and healthcare costs compound over time, as well as:
This report is the culmination of extensive research including a review of relevant publications and studies, interviews with experts, custom qualitative and quantitative research, and brainstorming sessions with Age Wave, Bank of America executives and leading experts in the field.
Speaker Bios:
Lisa Shaw, CPWA®, CRPC®, Vice President, Wealth Management Advisor
Lisa is a Vice President and Wealth Management Advisor at Merrill Lynch. Lisa brings more than 28 years of investment and financial services experience. After holding the position of investments trader for a large bank trust department, she became a financial advisor in 1995. She joined Bank of America Merrill Lynch in 2006. As a Certified Private Wealth Advisor® professional, Lisa possesses the level of detail needed to serve high-net-worth clients in advanced wealth management topics such as portfolio management, retirement planning, risk management, tax planning, charitable and estate planning services, planning for closely held business owners, behavioral finance, and planning for executives.
Kara J. Miller, Vice President, Relationship Manager, Business Banking
Kara J. Miller is a Vice President and Relationship Manager for the Heartland market in Commercial Banking at Bank of America Merrill Lynch. In this capacity, her responsibilities include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions. Kara’s mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex.
Our study uncovers how women’s superior longevity, multidimensional life journeys and higher lifetime health and healthcare costs compound over time, as well as:
•• Why the wealth gap is the biggest challenge we’re not talking about enough
•• Women’s number one financial regret
•• Why women need to be planning for a 100+ year life
•• How the pay gap accumulates over the course of a woman’s lifetime
•• How women’s diverse life journeys come with meaningful rewards and challenges
•• Women’s number one financial regret
•• Why women need to be planning for a 100+ year life
•• How the pay gap accumulates over the course of a woman’s lifetime
•• How women’s diverse life journeys come with meaningful rewards and challenges
This report is the culmination of extensive research including a review of relevant publications and studies, interviews with experts, custom qualitative and quantitative research, and brainstorming sessions with Age Wave, Bank of America executives and leading experts in the field.
Speaker Bios:
Lisa Shaw, CPWA®, CRPC®, Vice President, Wealth Management Advisor
Lisa is a Vice President and Wealth Management Advisor at Merrill Lynch. Lisa brings more than 28 years of investment and financial services experience. After holding the position of investments trader for a large bank trust department, she became a financial advisor in 1995. She joined Bank of America Merrill Lynch in 2006. As a Certified Private Wealth Advisor® professional, Lisa possesses the level of detail needed to serve high-net-worth clients in advanced wealth management topics such as portfolio management, retirement planning, risk management, tax planning, charitable and estate planning services, planning for closely held business owners, behavioral finance, and planning for executives.
Kara J. Miller, Vice President, Relationship Manager, Business Banking
Kara J. Miller is a Vice President and Relationship Manager for the Heartland market in Commercial Banking at Bank of America Merrill Lynch. In this capacity, her responsibilities include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions. Kara’s mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex.
