Women now control more personal wealth in the U.S. than men and their wealth and influence continues to grow. This program offers insights and tools that we can use to better understand the varying needs of women investors and help make meaningful individual connections. We will look beyond the differences between women and men to also understand differences among women. This program provides you with tools and resources to better understand and serve women investors.
Jean Dunn of T. Rowe Price Associates, Inc. will lead the dialogue by sharing powerful insights. Amber Kendrick of Procyon Partners will offer the best practice strategies her team leverages to engage women in making their personal wealth a top priority.
In order to best engage with this unique audience, we kindly ask that you complete this short survey in advance of the webinar. Women and Investing Pre-Webinar Survey.
1 Hour of CE Credit will be offered for the following designations: CFA, CFPP, CFP, CTFA, IWI, PRP, SHRM
About Our Speakers
Jean Dunn, CFP is a Vice President of T. Rowe Price Associates and a client loyalty insights leader in the U.S. Intermediaries division. In this role, she creates thought leadership and provides consultative services with clients and prospects on financial services marketing, client loyalty, and segmentation insights. Before assuming her current position in 2017, Jean led several strategic marketing teams that developed strategic marketing plans, value-added programs for financial advisors, and communication programs for defined contribution clients. With over 20 years of experience in the financial services industry, Jean has worked extensively with financial intermediaries and advisors. Prior to joining the firm in 2004, she worked in the Third Party Sales & Marketing Department at American Century Investments. Jean earned a B.S. from Truman State University. She is a Series 6, 7, and 63 registered representative and is a Series 24 registered principal.
Amber Kendrick, CPFA®, CRPS® is Vice President and Retirement Plan Consultant, Procyon Partners
Amber has focused on helping America’s workforce retire on their own terms since 2007. As a Retirement Plan Consultant, she works closely with plan sponsors designing solutions to promote retirement readiness for their employees.
She has a B.S. in Business Administration and was recognized by the National Association of Plan Advisors as a Top Advisor Under 40 (2017) and added to the top female advisor list three years in a row. She was featured in Employee Benefit Adviser as one of 2015’s Rising Stars in Advising and by Hartford Business Journal on its Top 40 Under 40 list.