Exploring the Millennial Mindset

THRIVE Diversity, Equity & Inclusion Series: Webinar 1
Part of the THRIVE - Women in Wealth Program

June 2, 2022

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


Millennials have surpassed baby boomers as the nation’s largest generation, numbering 72 million, and stand poised to inherit $70 trillion from their parents. Yet, some of these Millennials have already achieved a level of wealth–and wealth complexity– that requires advice and guidance from a professional.

RBC Wealth Management recognizes the growing importance of Millennials as the investors of the future. To learn more about their needs, wants and desires, RBC Wealth Management recently surveyed 1,000 Millennials, including 750 high net worth (HNW) Millennials and 250 HENRY (High Earners, Not Rich Yet) Millennials to:

  • Identify financial values, tools and resources shaping their current approach to money management
  • Explore future goals for wealth development and key anticipated milestones
  • Understand their pain points with managing their wealth
  • Gain a fundamental perspective into Millennials’ service needs, gaps, preferences, and their relationship with money management

The data gleaned from this survey offers an opportunity to educate advisors and marketers and help them connect with this important audience. In this session Angie O’Leary, Head of Wealth Planning, will share key survey learnings and propose strategies designed to capture money in motion.

Cost: Complimentary, with the option to donate to the Investments & Wealth Institute Scholarship Fund



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

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot in the June 9th 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.



Angie O'Leary

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

Angie's Bio

Speaker Bio

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.


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