Women are a powerful financial force—yet when it comes to investing and financial planning, many women lack confidence. particularly when it comes to investing and financial planning.1 To mark Women’s History Month, XML Financial Group is hosting an important webinar to discuss the challenges women face in investing and how they can take control of their finances.
On March 23, Shawna Bieda, CFP® (Senior Wealth Advisor) was joined by Lauren Slavin, CIMA® (Vice President & Regional Director at Goldman Sachs Asset Management) for an in-depth conversation about empowering women investors. The open discussion included insights into:
Lauren Slavin, CIMA® joined Goldman Sachs in 2005 and is a Vice President within Goldman Sachs Asset Management. She is the primary consultant to independent Broker-Dealers and Registered Investment Advisors in the mid-Atlantic area, providing them global capital markets research, portfolio construction and implementation ideas, as well as access to Goldman Sachs investment strategies. Prior to joining Goldman Sachs, Lauren spent five years at Pioneer Investments as a Regional Consultant. She is also a member of the Investments & Wealth Institute. Lauren earned a BA in International Relations from Tufts University. She lives in Potomac, MD with her husband, daughter and two dogs.
Shawna Bieda, CFP® brings more than 20 years of financial industry experience to XML where she is a CERTIFIED FINANCIAL PLANNER™ Professional and a Senior Wealth Advisor. Her attention to detail and analysis gives her clients comfort in knowing that she is providing well thought-out solutions that help them achieve their financial goals. Her dedication, patience and personal touch build strong, trusting relationships with all generations of each client to bring continuity to their long-term objectives. While she enjoys helping everyone achieve their financial goals, she has a passion for helping women and is particularly sensitive to issues women frequently face such as caring for young ones and elderly parents, losing a spouse or going through a divorce.
Shawna graduated magna cum laude from the University of Baltimore with a degree in Finance and she holds the FINRA Series 7, 9, 10, 66 registrations and Life and Health Insurance license. She earned her CFP® certification in 2012. When she is not helping others with their wealth management needs, she enjoys volunteering her time with organizations local to her community and spending time with her family.
*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.
1 NAPA, Saving for Retirement Top of Mind for Women, Yet Many Lack Confidence. (Link)