Exceptional Advisor® Webinar Series

brought to you by the Investments and Wealth Monitor®

The 10th P is Purpose and Why This Will Matter More Than Ever Webinar

November 19, 2020 | 4:30 - 5:30 p.m. EST
In this exclusive webinar, Tony Davidow, CIMA®, interviews Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, First Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, The Conscious Wealth Management Group at Morgan Stanley. We’ll explore the importance of “Purpose” and why it matters so much today. We will delve into industry trends and developments surrounding sustainable investing. This session will cover the following: what are the 10 Ps, why this is important today, how it fits within the consulting process, and what role advisors should play in aligning portfolios and purpose.

Speaker

Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, First Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, The Conscious Wealth Management Group at Morgan Stanley

Noel Pacarro Brown joined Morgan Stanley in 2007 as a Financial Advisor, and the managing member of The Pacarro Group at Morgan Stanley, renamed The Conscious Wealth Management Group at Morgan Stanley in 2019. Her passion for wealth management is rooted in her desire to help people experience both financial and personal success at every stage of life. At Morgan Stanley, she contributes to the advancement of wealth management as co-chair of the Consulting Group Advisory Council. Noel’s work with the Conscious Wealth Management Group has earned her several recognition’s over the years. In 2017, 2018, and 2019 she was recognized in the Forbes Top NextGen Advisor List, Forbes Best in State List, and the Top Advisor List published in Working Mother magazine. Outside of Morgan Stanley, Noel is the co-host of the Better Money Show, a podcast broadcast by XRAY.fm that highlights people who are driving capital to drive change. She serves on the Investments & Wealth Institute® board of directors. She earned a BA with honors in anthropology from Brown University and a Masters in Teaching from Pacific University. She oversees Conscious Wealth Management’s practice in both Hawaii and Portland, Oregon.

Registration & Fees (USD)

Complimentary, with option to donate to the Investments & Wealth Institute Scholarship Fund

Register

Note: After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website.

 

Continuing Education 

Learners must be logged in to the webinar delivery platform on November 19, 2020 for the entire webinar to receive the corresponding continuing education (CE) credit. Pending approval, the following entities will accept it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications, pending approval
  • Automatically added to certification record within 2 weeks of the event 

CFP Board

  • 1 hour of CE credit for CFP® certification, pending approval
  • Automatically added to certification record within 2 weeks of the event 

Note: In order for CE reporting to take place, you must enter your Institute ID and/or CFP ID® number in the GoToWebinar platform when you join the webinar.

Access Instructions

After registering on this website, you will receive an email that will include both a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within one week of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded).