Long-term Implications of COVID-19: Women in Wealth Perspectives Webinar
Women in Wealth
September 22, 2020 | 11:30 a.m. - 2:30 p.m. ET
Join us on September 22 as women in wealth discuss the long-term ramifications of today’s current events, including the impact of financial planning, how business models may change, complications of incorporating new business models, and client communication issues such as counseling clients through retirement and investment risks.
Host: Christine Gaze, CIMA, Purpose Consulting Group
Presented by Stacy Bernstein, Head of Financial Intermediaries, American Century Investments
Join this session with Stacy Bernstein as she discusses how businesses and industries have changed because of the pandemic. Bernstein talks about specific impacts to her role within American Century, and how other companies are realizing that they can operate seamlessly with an entirely remote staff. She also provides her insights on how flexible working arrangements help eliminate “wasted time” and sheds light on the positives of working from home.
Bernstein will also openly address the struggles women are currently experiencing and what we can all do to support an evolved and conscientious future. For example, while gender roles and family structure have become more fluid in recent years, the responsibility to care for children often still falls on women. Bernstein discusses challenges and the silver lining she has experienced since the start of the pandemic. Additionally, she talks about how to maintain positive relationships with clients, colleagues, and family even though it seems harder than ever during this unsettling time
Presented by Ann Senne, Head of Advice and Solutions, RBC Wealth Management–U.S.
In a year when women should be celebrating the 100 year anniversary of the 19th Amendment and the economic gains they’ve made as a result of their right to vote, many find themselves worried and wary about the future. COVID-19 has disrupted not only daily life, but retirement timelines and planning and will prompt many clients to feel as though they have to go back to the drawing board. How can advisors support them as they re-envision the future and their goals and try to plan for a new reality? And how will wealth managers have to rethink their own models, services and capabilities as a result?
Stacy Bernstein, CIMC
Head of financial intermediaries and strategic development, American Century Investments
Over the last 25 years, Stacy Bernstein has been involved in developing distribution channels, growing market share and investment product planning at Legg Mason, Liberty Funds Distributor and now American Century. When looking over her career, it is developing business relationships that are her "sources of pride."
Bernstein, a recipient of the President's Award for Service to NICSA, holds her series 6, 7, 26, 24 and 63 securities registrations, and sits on the NICSA Board of Directors, the ICI Sales and Marketing Committee, American Century's Extended Management Committee and works with the Expect Miracles Foundation, a nonprofit connecting the financial services industry to investing in cancer research.
Head of Advice and Solutions, RBC Wealth Management
As head of the RBC Wealth Management – U.S. Advice & Solutions group, she is responsible for designing the financial planning experience for the firm’s 1,900 financial advisors, delivering comprehensive and competitive solutions and equipping advisors with practice management, training and expert support to best serve their clients. Given the firm’s focus on digitally enabled, holistic, goals-based advice, the work of Ann’s team is integral to the firm’s overall success.
Ann draws from over 25 years of experience in the financial services industry, where she has held several leadership roles, including the head of client experience and head of managed solutions for RBC’s global Wealth Management division. In addition, she was senior vice president, head of product at U.S. Bank and served as chief operating officer at LoCorr Fund Management. She holds a bachelor’s degree in accounting from the University of Wisconsin-Eau Claire and an MBA in finance and strategic management from the Carlson School of Management, University of Minnesota. She earned a CPA designation and completed the Securities Industry Institute program at Wharton in 2010.
A leader committed to teamwork, mentoring and collaboration, Ann serves on RBC’s Diversity Leadership Council and as executive sponsor of the firm’s newly formed women’s employee resource group. She’s also a mentor in RBC’s Diverse Perspectives Mentoring Program and in Money Management Institute’s (MMI) Gateway to Leadership Program. In her community, she currently serves on the board of the Minneapolis nonprofit WithAll, working to increase prevention of eating disorders, support recovery, and promote legislative change. She previously served on the board and as Treasurer of the Minneapolis nonprofit Tubman, focused on people dealing with relationship violence, substance abuse, and other trauma.
Registration & Fees (USD)
- Complimentary, with option to donate to the Investments & Wealth Institute Scholarship Fund
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Learners must be logged in to the webinar delivery platform on September 22, 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®
- 3 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
- Automatically added to certification record within 2 weeks of the event
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