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Collection of topic specific speakers
Short 1-hr sessions
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Format: On-Demand Recording
Track: Wealth, Retirement
Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications
CFP CE: No
Cost: $60, or complimentary with Signature or Elite benefits
Refresh your approach to wealth planning and preserving family legacy to better meet the needs of modern families.
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REGISTRATION & FEES (USD)
Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:
Investments & Wealth Institute®
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As family structures have changed, so have the ways in which families build and grow wealth over lifetimes and generations. There is a need for fresh thinking when it comes to wealth planning and preserving family legacy. Join Angie O'Leary as she explains why it's time to rethink the vertical transfer and basic wills and begin implementing planning strategies for modern families.
Angie O’Leary is head of Wealth Planning at RBC Wealth Management-U.S. In this role, O’Leary and her team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors.
O’Leary is a 25-year veteran of the financial services industry, most recently serving as the head of investment solutions for U.S. Bank Wealth Management where she was responsible for investment product management, desktop tools and digital investment capabilities. She also oversaw the business line’s mutual fund and insurance product distribution relationships. Prior to her career at U.S. Bank, O’Leary previously held leadership positions at UBS and Piper Jaffray.
She sits on several industry roundtable and advisory boards and is often asked to contribute her expertise. O’Leary has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is an advocate for women and their financial success.
O’Leary holds a bachelor’s degree in business finance from San Jose State University and has completed coursework toward a master’s in accounting from Santa Clara University. She is active in her community, serving as an executive board member for the Wayside Recovery Center, a treatment center for women and their families recovering from substance abuse, and has a passion for family mission work in Haiti.