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  • November CE Day

November CE Day

  • 11/10/2021
  • 10:00 AM - 12:00 PM
  • virtual

Registration is closed



SESSION 

Sponsored by State Street Global Advisors

10:00 am - 11:00 am || Fostering Resilience, Keep Clients Focused on Goals During Turbulent Times

This presentation reflects on behavioral finance topics and how the advisory community can be proactive in helping clients make good financial decisions during times of stress.


SPEAKER

Brie Williams

Brie is a Vice President of State Street Global Advisors and Head of Practice Management for the Global SPDR Business. She manages an innovative team utilizing behavioral finance insights to enhance strategic thinking, create growth programming and produce practical results for wealth management firms and financial advisors

Her award-winning team of practice management strategists is responsible for thought leadership, coaching and consulting techniques. The team develops educational tools and resources to help practitioners achieve their business goals while delivering a client-centric experience. Brie is a highly regarded speaker at industry conferences and is the author of several articles related to wealth management practices. 

Submitted for 1 CFP credit.

SESSION 2

Sponsored by CollegeBound Saver

11:00 am - 12:00 pm || Give Smart with CollegeBound Saver, RI’s 529 College Savings Program

Jennifer Nelson McElroy

SPEAKER

Jennifer McElroy 

Jennifer is the Institutional Relationship Manager at Ascensus.

Submitted for 1 CFP credit.


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