Description

Did you know that women hold more financial power than ever?  By 2030, women could control $30 trillion in assets.*

Laura McDowell is a Director with Schwab Asset Management, and in this special conversation with WISE members, she will give us the strategies we need to stick with a sound financial plan.

In this workshop, Laura  will address the following:

• How to turn personal values and goals into financial action steps.
• How to make investing a meaningful part of your life.
• Best practices for investing with confidence.
• “Stick-with-it” strategies that help you choose logic over panic when the ride gets rough.

Don’t miss this opportunity to learn how “Investing from the Inside Out" puts the heart in the center of investing and helps women focus on what they care about most.  At the end of this workshop, you will learn about her journey to pursue her passion and become an expert in her field.

Biography

Laura McDowell is a Director with Schwab Asset Management responsible for Family Office education supporting Schwab’s Investment solutions.She completed the Certificate Program in Financial Planning at UC Berkeley Extension and is a Certified Financial Planner (™) practitioner. She is an Accredited Investment Fiduciary (AIF), and holds Series 7 and 63 licenses.

* McKinsey & Company - Women in the next wave of growth in US wealth management, 7/20/20