RIA Compliance Blog
Parker MacIntyre is proud to announce that it is a co-sponsor of She Leads, an upcoming financial education and empowerment workshop specifically geared to the unique needs of women in the workforce seeking to secure, protect, and grow their wealth. She Leads is a free event produced and organized by the Office of Georgia Secretary of State Brad Raffensperger in partnership with Investor Protection Trust (IPT), Investor Protection Institute (IPI) and the Association for Financial Counseling & Planning Education® (AFCPE®). The workshop will be held on Friday, May 3, 2019 in Atlanta.
In announcing the firm’s co-sponsorship of She Leads, Steve Parker, Managing Principal at Parker MacIntyre, has stated that “we at Parker MacIntyre are thrilled to be a part of this effort to enhance financial and investment awareness in Georgia, and wholly support Secretary Raffensperger’s initiatives on this front.” Secretary Raffensperger has announced a financial literacy platform, including a series of events aimed at educating Georgians on the importance of investing and money management. She Leads is the second event hosted by the Secretary since taking office in January 2019. As described in the event’s agenda, the goal of She Leads is “to empower women with an increased knowledge about money, their personal relationship with money, and financial issues and strategies that are available to increase and leverage wealth.”
She Leads will include speakers and panelists knowledgeable in women’s financial issues, as well as interactive exercises and facilitated group discussions designed to increase attendees’ financial acumen and provide strategies for increasing and leveraging their wealth. Among the topics addressed at the event, panelists will tackle Savings and Investment Strategies for a Volatile Environment, as well as Money Confidence for Women – Key Tools and Strategies. The event’s keynote address will be provided by Kerry Hannon, a nationally recognized expert and strategist on career transitions, personal finance, and retirement. She is a frequent TV and radio commentator and is a sought-after keynote speaker at conferences across the country. Additional speakers include financial advisor and portfolio manager Tiffany Kent, entrepreneurial financial planners Chloe Moore and Whitney Bryant, and leadership educator Nanette Blandin. A full copy of the event’s agenda and biographies of all speakers and panelists is available on the Secretary of State’s website.
She Leads will be held from 9am to 5pm on Friday, May 3, 2019 at The Ballroom at Carlos Center, 2500 Clairmont Road, Atlanta, Georgia 30329. Lunch will be provided. Interested persons may register on the Secretary of State’s website.
Parker MacIntyre provides legal and compliance services to investment advisers, broker-dealers, registered representatives, hedge funds, and issuers of securities, among others. Our regulatory practice group assists financial service providers with complex issues that arise in the course of their business, including compliance with federal and state laws and rules. Please visit our website for more information.