How ESG Can Bridge Next-Gen Wealth Transfer Conversations

January 13, 2022

4:30-5:30 p.m. ET

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A massive amount of money is set to change hands over the next several years, peaking in 2030, according to some estimates. Even before we reach that tipping point, Gen X and Millennials are projected to control just under 50% of the wealth in the US. But how they expect that wealth to be invested and put to work often contrasts with their parents’ and grandparents’ views – giving rise to frustration among some Next-Gen inheritors and sometimes a general apathy toward the wealth that will be entrusted to them. In this session, advisors, wealth planners and investment professionals will explore how the increasingly popular ESG investing, otherwise known as responsible investing, can bridge the gap between generations. Panelists will also provide ideas on what advisors can do to successfully facilitate wealth transfer discussions.

 

Sponsored by 

       WM_R_rgbPE

 

Cost:
Complimentary

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Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certifications
Audit-proof, Premier CE
Uploaded to your certification record(s) within 2 weeks

CFP Board®

1 CFP® CE credit hour for CFP® certifications
Uploaded to your CFP Board® record within 2 weeks

After registering on this website, you will receive an email that will confirm your registration. You will receive your Zoom webinar registration link within 1 week of the live event. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications but will not qualify for CFP CE credit.

Speakers

Angie-OLeary

Angie O'Leary

Head of Wealth Planning, RBC Wealth Management–U.S.

Angie's Bio

Andrew-Heald-1

Andrew Heald

First Vice President – Financial Advisor – RBC Wealth Management–U.S.

Andrew's Bio

Shappee_Kimberly-1-1

Kimberly Shappee

First Vice President - Financial Advisor, RBC Wealth Management–U.S.

Kimberly's Bio

McClanahan_Kent-2-1

Kent McClanahan

CFA®, Vice President, Responsible Investing, Wealth Management Investments & Trading, RBC Wealth Management–U.S.

Kent's Bio

Speaker Bios

Angie O’Leary is head of Wealth Planning at RBC Wealth Management-U.S. In this role, O’Leary and her team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors.

O’Leary is a 25-year veteran of the financial services industry, most recently serving as the head of investment solutions for U.S. Bank Wealth Management where she was responsible for investment product management, desktop tools and digital investment capabilities. She also oversaw the business line’s mutual fund and insurance product distribution relationships. Prior to her career at U.S. Bank, O’Leary previously held leadership positions at UBS and Piper Jaffray.

She sits on several industry roundtable and advisory boards and is often asked to contribute her expertise. O’Leary has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is an advocate for women and their financial success.

O’Leary holds a bachelor’s degree in business finance from San Jose State University and has completed coursework toward a master’s in accounting from Santa Clara University. She is active in her community, serving as an executive board member for the Wayside Recovery Center, a treatment center for women and their families recovering from substance abuse, and has a passion for family mission work in Haiti.

Andrew has more than 20 years of experience in the financial industry, working with both individuals and companies. He looks to understand what a client’s goals are and then determine what asset allocation and securities will help provide the highest probability of successfully meeting those goals. Andrew began his career at Putnam Investments in 1998, and later worked as a financial advisor for firms such as AG Edwards/Wachovia Securities and Wells Fargo Advisors before joining RBC Wealth Management. He has passed the Series 6, 7, 63 and 66 securities exams, and is licensed to sell life and long-term care insurance. He also currently holds the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. Andrew currently resides in Acton with his wife, Pam, and son, James. In his free time, he enjoys golf, cooking, good food and wine, and traveling. Andrew currently serves as trustee, treasurer and officer for the Infant Toddler Children Center in Acton, a nonprofit daycare center providing care for infants up through school-age children.

Whether it is Stellenbosch, South Africa or Missoula, Montana, access to capital and financial counsel creates jobs, grows an economy, and creates a better life for individuals and communities. This is where Kim’s passion for financial advising began, with her work in lending and seeing firsthand how impactful financial guidance can be. Kim was born and raised in Missoula and has extensive experience in banking and finance, including co-founding Bank of Montana, where she was also the senior credit officer and senior vice president. Prior to that experience, Kim served as an assistant vice president at Montana Business Capital Corporation, focusing on commercial lending, real estate development and economic development lending. Kim also worked in South Africa, teaching entrepreneurial empowerment and microlending to Xhosa, Afrikaans and Zulu students at the University of Stellenbosch and in South African townships. Additionally, Kim’s professional experience includes working at the Gillette Corporation in its Latin American Global Business Development sector. Kim is president of the University of Washington’s 2012 class of the Pacific Coast Banking School and a Babson College Entrepreneurship graduate. Kim currently works with the Montana Women’s Foundation and the Women’s Institute for Secure Retirement (WISER) to offer free four-week personal finance education to the community. Kim is often a guest instructor for Montana Academy of Distinguished Entrepreneurs advanced courses at the University of Montana and served as a faculty member of the University of Washington’s Pacific Coast Banking School. She also recently co-chaired the Capital Campaign for Missoula’s Food Bank. Kim is passionate about business, access to excellent education, women’s leadership advancement, financial education and living a life of passion and contribution.

Kent is tasked with leading Global Investment & Trading’s responsible investing efforts, including environmental, social and governance (ESG) and impact investing, in coordination with colleagues across the organization. His responsibilities in this role are advisor and client education, thought leadership and due diligence across a number of investment types and vehicles. He started in the financial services industry in 2005. Prior to joining RBC Wealth Management, Kent was an analyst at Defined Contribution Advisors, where his primary responsibilities were manager due diligence and constructing retirement plans. In his previous role at RBC Wealth Management, Kent was a member of the Global Manager Research team, covering investment managers in the responsible investing space. Kent holds an MBA from the Kenan-Flager Business School at the University of North Carolina Chapel Hill. He received a bachelor’s degree in business and history from Concordia College. Kent has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Minnesota.

RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC