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Philadelphia Bar Association

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Tuesday, April 25, 2017

12:00 PM

Philadelphia Bar Association
11th Floor Conference Center
1101 Market Street
Philadelphia, PA 19107


Registration Info:
Lunch and registration:
11:30 AM

12:00 PM - 1:00 PM



Victoria Bonnette
Financial Advisor
The Bonnette Ross Group

Eric Bonnette, Esq.
Senior Financial Advisor
The Bonnette Ross Group

Heather Klemmer
Director of Behavioral Transformation
Merrill Lynch

Women and Investing: A behavioral, demographic and lifestyle perspective

CLE_Women & Investing: Behavioral, Demographic and Lifestyle

Hosted by the Women in the Profession Committee

Sponsored by The Bonnette Ross Group at Merrill Lynch Wealth Management

At home and in the workplace, the role of American women has dramatically evolved over the last century - and even the last decade. Women have higher incomes than before and account for 51.6 percent of all workers in the high-paying management, professional and related occupations.

Yet, along with the new responsibilities and time commitments they've taken on, women are still the family caregivers. They remain the primary caregivers for children and aging family members. This alone could be enough to permanently derail their ability to save for retirement. So, when you add in the challenges of a longer life span with more time spent in retirement and differences in financial knowledge when it comes to investing, it's not surprising that retirement planning for women presents its own unique set of challenges.

This CLE program examines these challenges when planning for retirement and how to address them. The program will begin with the behavioral aspects that lead women to make different decisions that can have long-term impacts on their retirement savings. Panelists will then discuss the demographic and lifestyle differences that create higher income needs. Finally, hear a review regarding how a covered-call investment strategy can meet the needs of women in retirement.

Join the Women in the Profession Committee and the Bonnette Ross Group to understand how the effects of behavioral perspectives and the use of a predictable process driven strategy can address women's unique income needs.

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