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12
Nov

"Millennial Investing and Financial Wealth"

Lunch

Summary

FCS Boston will focus on fresh research about marketing to millennials for its last event of 2019. Joetta Gobell, Vice President, Research and Insights at Dotdash, will present Millennial Investing Insights, followed by a panel discussion with industry executives on the challenges, opportunities, and best practices for marketing to millennials.

  • Millennials now make up the largest segment of the American workforce, accounting for approximately one-third of all domestic workers. Millennials, who are highly educated and diverse, will soon begin to reach their prime earning years and represent a sizeable portion of household decision-makers on financial services products and services.

Join us for a great opportunity to learn more about a topic that will remain relevent for years to come.

Sponsorships are available for this lunch.  Please contact:

FCS Boston President AnneMette Bontaites

FCS Boston VP Melissa More

Speakers

Alexandra NawoichikPanelist

Practice Management Specialist

Putnam Retail Management

Ms. Nawoichik is a Practice Management Specialist for Putnam Retail Management. She works closely with consulting teams across the Mid-Atlantic region to bring financial advisors innovative businessbuilding ideas and content to more effectively prospect, accumulate new households, and retain current clients. In addition, Ms. Nawoichik provides training on consultative technology and digital media strategies to help advisors more efficiently grow their business. Previously at Putnam, Ms. Nawoichik served as a Regional Advisor Consultant, working with financial advisors and key home-office contacts at independent broker-dealers; as an Associate Advisor Consultant, covering cross-channels in North Carolina; and as a Regional Associate. She has been in the investment industry since she joined Putnam in 2012. Ms. Nawoichik holds her Series 6, 7, and 63 licenses with FINRA. She earned a B.A. in Business Administration at Gordon College.

Joetta GobellKeynote Presenter

Vice President, Research and Insights

Dotdash
Joetta Gobell is the Vice President of Research & Insights at Dotdash and joined the company in 2018. In her role at Dotdash she leads a team of researchers who: derive insights from first-party data to understand audiences and inform advertising partnerships; and execute large-scale primary research projects to inform product, editorial, and brand initiatives, and to serve as thought leadership with our advertising partners. Prior to joining the company, she was Vice President of Primary Research in Ad Sales at A+E Networks where she conceived, conducted, analyzed, and presented large-scale qualitative and quantitative projects to better understand foundational issues in our culture and how they impact the television industry and audience (including topics like Women and Money, and the representation of gender in advertising). Previously she held roles as a qualitative researcher, innovation consultant, and strategist at Magid and as a Specialist in the Advanced Planning and Strategy department at Nissan North America. Joetta received a Ph.D. in Cognitive Science from University of California, Irvine, and a B.S. in Mathematics and a B.S. in Psychology from George Fox University.
Paul LimModerator

Vice President

BackBay Communications

Paul Lim is Vice President at BackBay Communications, which he joined in 2018.

Tickets:

Membership Price:
$90.00
Young Members Circle Price:
$85.00
Branded Table (10) Price:
$1,100.00
Non-Member Price:
$125.00
Become a member to get member's price.
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Until the Event

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Start
November 12, 12:00PM EST
End
November 12, 02:00PM EST

Address:

Omni Parker House, 60 School Street, Boston
  • All prices increase $15 per person on November 8.
  • No refunds after November 8.