Driving Investors of all Demographics to Save Throughout Their Financial Journey
Recorded On: 08/23/2023
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This session will look at the latest trends in financial wellness and solutions to engage investors of all ages, income levels and career paths. Starting with younger investors, we’ll discuss ways to drive engagement as well as outreach models that encourage positive financial behaviors throughout their financial journey. For those investors who are nearing retirement, we’ll look at tools that help them determine how to draw down their accounts and provide transparency into retirement income strategies.
We’ll also take a look at AI-driven solutions that help build investor confidence, including account aggregators that give investors a holistic view of their financial picture in one place and leverage data to provide specific recommendations on how to improve overall financial outcomes. We’ll examine the unique needs of baby boomers, as they transition into retirement—focusing on wealth retention, draw-down strategies and tax consequences.
More information coming soon.
This program is sponsored by:
CPE INFORMATION:
Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.
Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CPEs Earned: 1
CPE Field of Study: Finance - Technical
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None
CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jed Larsen at info@nicsa.org
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Alicia Hartjen (Moderator)
Head of Product Development, Financial Education & Communication Solutions
SS&C
Alicia Hartjen is Head of Product Development, Financial Education and Communication Solutions at SS&C. Alicia joined the company through the acquisition of Wealth Management Systems Inc. (WMSI) in 2015, where she was the Vice President, Head of Product Development. Prior to that she was the Director of Product Design at S&P Capital IQ Financial Communications. Alicia has a background in user-interface design – with a focus on how to create solutions that improve user outcomes. Alicia has over 20 years experience developing personalized education solutions and supporting communication programs.
Alicia has a B.A. from the University of Missouri School of Journalism in Columbia, MO and an M.B.A. from Babson College/F.W. Olin Graduate School of Business.
Stacy McDowell
Chief Product Officer
Income Discovery
Stacy McDowell works directly with the Firm’s clients and internal software developers on the design, development, and implementation of new products, as well as enhancements to and maintenance of existing products. Prior to Income Discovery, Stacy spent 20 years at E*TRADE, where she worked in Operations and Product Management to increase the firm’s retirement business. She led a team of high-performing product managers concentrated on individual and employer-sponsored retirement plans that drove customer acquisition and deepened engagement. Stacy has a Bachelor of Science Degree in Managerial Economics from the University of California at Davis. Her credentials include Retirement Income Certified Professional (RICP®), Chartered Retirement Planning Counselor (CRPC®), and Accredited Pension Administrator (APA).
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