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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 relevant 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.

Jenine GarrelickPanelist

Senior Managing Director

MFS Investment Management

Jenine Garrelick, CIMA®, is a senior managing director for MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). In this role, she has management oversight of the firm’s business development team and internal sales team, including the broker/dealer, financial institutions and defined contribution investment channels. Jenine has also been at the forefront of MFS’ ongoing initiative to educate financial advisors about the unique and evolving financial needs of women. She has taken on a leadership role on the subject, participating in speaking engagements and sharing her perspective with the media. Jenine has more than 20 years of industry experience. She joined MFS in January 2007. Before joining the firm, she was a managing director at ProFunds, working with Prudential Securities. Previously, she served as a director at State Street Research, where she managed a key accounts group, ran a sales desk and managed the East Coast division of external wholesalers. Earlier in her career, she worked as a wholesaler at American Skandia, where she had sales responsibilities for annuities, mutual funds and 401(k) plans. Jenine earned her Bachelor of Science degree in mathematics from the University of Rhode Island. She holds the Certified Investment Management Analyst® designation. She is a registered principal and holds Series 7 and 24 licenses from the Financial Industry Regulatory Agency (FINRA).

Misty Lynch, CFP®Panelist

Head of Financial Planning

John Hancock

Misty Lynch is Head of Financial Planning at John Hancock Advice. She is a CFP® Professional and Behavioral Financial Advisor™. What's more impressive is that Misty didn’t buy a single item of clothing or footwear in 2018; she’s competitive with New Year’s resolutions. When she’s not blogging, reminiscing on her rugby days, or tending to her Rottweiler, you can find Misty helping her clients make wiser financial decision or making meals her toddlers will never eat.

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.

Eric Roberge CFP®Panelist

Founder

Beyond Your Hammock

Eric Roberge, CFP®, is the founder of Beyond Your Hammock, a fee-only financial planning firm based in Boston, Massachusetts that specializes in providing planning services and investment management to professionals in their 30s and 40s. Pulling from more than a decade of experience as a financial advisor, Eric is also a columnist for Business Insider, Forbes, and Kiplinger and hosts the podcast Beyond Finances. He's been featured in The Wall Street Journal, Marketwatch, The Boston Globe; is part of InvestmentNews' 40 Under 40 list; and has been named as one of Investopedia's Top 100 Most Influential Advisors as well as one of Expertise.com's Best Advisors in Boston. When he's not working with clients, Eric travels extensively to speak at conferences and events around the country. Eric graduated from Babson College in 2002, and has been a member of the alumni association board of directors since 2012. He is also a founding member of the XY Planning Network, an active member of NAPFA, and sits on the board of the Massachusetts Financial Planning Association as the director of NexGen, which represents financial advisors under the age of 37.

Paul LimModerator

Vice President

BackBay Communications

Prior to joining BackBay, Paul was Deputy Editor at Money Magazine, where he oversaw all financial and investing coverage. While at Money, Paul also served as a contributing columnist for The New York Times, writing about investing and the markets for the Sunday business section. Before that, he served as the chief financial correspondent for U.S. News & World Report and was a financial writer for The Los Angeles Times, where he also wrote a column on retirement investing. Paul received an A.B. in Politics from Princeton University, and earned an M.A. in public administration from the Fels Institute of Government at the University of Pennsylvania.

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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Address:

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