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Winthrop Wealth Webinar Series: How Successful Families Approach Money

June 22 @ 12:00 pm - 1:00 pm

The American Psychological Association states that money is the number one source of stress for Americans. But it doesn’t have to be that way. Join us and Jean Dunn, CFP® for a live webinar on How Successful Families Approach Money.

Topics covered:
➡️ How do successful families approach money?
➡️ Why is it so difficult to connect?
➡️ How can Winthrop Wealth help?

Key takeaways:
➡️ How to communicate openly about money
➡️ How to define your vision and leave a legacy
➡️ How to educate the next generation on investment concepts and wealth preservation

About Jean Dunn, CFP®:
Jean is a Vice President of T. Rowe Price Investment Services, Inc., and an Insights Leader in the U.S. Intermediaries: Product & Marketing—Offer Management Group.

As a frequent speaker at industry and client events, Jean not only creates thought leadership but also provides consultative services to financial professionals, sharing industry best practices, from leading strategic marketing teams to helping the financial planning community understand and better serve diverse communities, her goal has been to arm financial professionals with the actionable insights, tactics and tools they need to help their clients reach their goals.

Jean is focused on helping financial professionals understand and adapt to the changing face of wealth in the United States and is passionate about researching how the shifts in intergenerational wealth and family dynamics influence how Americans save, invest and plan for their futures.

KEY EXPERIENCE
◼ 20+ years in the financial industry
◼ Joined T. Rowe Price in 2004
◼ Series 6, 7 and 63 registered representative and Series 24 registered principal
◼ Prior to her current role, Jean held several roles at T. Rowe Price, including strategic marketing and value-added roles
◼ She is a CERTIFIED FINANCIAL PLANNER™ professional
◼ B.S. in Political Science from Truman State University

Jean lives in Annapolis with her pups and enjoys yoga, paddle boarding and just about any excuse to be on or near the water.

Details

Date:
June 22
Time:
12:00 pm - 1:00 pm
Website:
https://attendee.gotowebinar.com/register/5309725692290580752?source=website

Venue

Webinar