Obama Advisor on Financial Capability Joins Powerful Speakers at DAC - Nov 9 -12

Evelyn Jacks, President of Knowledge Bureau is pleased to announce that Robert J. Glovsky, JD, LLM, CFP®, Vice Chair & Senior Financial Counselor of The Colony Group, a fiduciary, fee-only wealth advisory firm in Boston,  will join 20 powerful speakers at the Distinguished Advisor Conference November 9 to 12 in the Texas Hills, near Austin,Texas.  Bob was recently appointed by President Obama to serve as a member on the President’s Advisory Council on Financial Capability for Young Americans. 

Amongst numerous accomplishments, Bob is the Director Emeritus of Boston University’s Financial Planning Program, the largest CFP® Board registered program in New England and one of the largest in the country. He was honored in 2010 for his service, and the Robert J. Glovsky Scholarship Fund was created to help fund financial planning education for qualified candidates choosing to assist the underserved population.

Bob brings more than 30 years' experience in financial and tax planning and money management with a focus on asset allocation and investment strategies.  He currently serves as a charter member of the Fidelity Institutional Wealth Services Advisor Council. Worth magazine selected Bob as one of the “Best Financial Advisors in the Country” eight consecutive times. He has been listed in Mutual Fund magazine’s “Nation’s Top 100 Financial Advisors.” In 2013, Barron’s chose Bob as one of the “Top 100 Independent Financial Advisors” for the sixth time.

“We are delighted to add Bob’s name to a powerful panel moderated by Caroline Dabu, Vice-President & Head of Enterprise Wealth Planning, BMO Financial Group” said Mrs. Jacks.  “The topic is FINANCIAL PLANNING: WHERE THE BIG WEALTH WILL BE - Winning with Women Investors.”  Advisors and firms interested in finding the sweet spots in wealth management won’t want to miss this.”

Charged with integrating financial planning across BMO Financial Group’s wealth businesses, Caroline leads an expert team located across Canada and in the U.S. She has gathered an inspiring panel of outstanding advisors in the industry to discuss the topic. Women already control about one-third of all financial assets in North America, according to research from Boston Consulting Group.  By 2016, an estimated $14-trillion of North American wealth will be controlled by women.  In Canada, it’s estimated that $3.2-trillion in total assets and $1.1-trillion in financial wealth alone will be controlled by women, based on figures compiled by research group Investor Economics.

Yet, the financial services industry remains at the top of the list of sectors women are the most dissatisfied with. With the rise of women’s earning and financial power getting this right, is a BIG sweet spot. This panel also features industry experts who will discuss the opportunity, the costs of missing it and what the best firms and advisors are doing about it:

Charyl Galpin, co-heads BMO Nesbitt Burns, Private Client Division (PCD). PCD is BMO Financial Group’s full-service investing line of business which manages over $135 billion in client assets through a sales force of more than 1,300 Investment Advisors and a total employee base of 2,400.	Margo Geddie, Senior Vice President, Morgan Stanley. With over 25 years of experience as an advisor and planner, Margot is a highly successful Investment Advisor who has successfully integrated planning to build her business to new heights.	Elda Macias, Vice President, Retirement & Segment Marketing Ameriprise Financial is responsible for leading the Ameriprise retirement thought leadership strategy as well as to assist advisors leverage their financial knowledge and engage more effectively with audiences including women, small business owners and the LGBT community.	Bob Glovsky,  Vice Chair and a Principal of The Colony Group Bob was recently appointed by President Obama to serve as a member on the President's Advisory Council on Financial Capability for Young Americans. He currently serves as a charter member of the Fidelity Institutional Wealth Services Advisor Council and is the Director Emeritus of Boston University's Financial Planning Program, the largest CFPR Board registered program in New England and one of the largest in the country. Worth magazine selected Bob as one of the "Best Financial Advisors in the Country" eight consecutive times. He has been listed in Mutual Fund magazine's "Nation's Top 100 Financial Advisors." In 2013, Barron's chose Bob as one of the "Top 100 Independent Financial Advisors" for the sixth time.

This is an outstanding event that experienced tax and wealth from across the country make a point of attending each year.  Registration ends September 30.  Call 1-866-953-4769 to register.