PWCC Blog - Uncategorized

The National Alzheimer's Project Act

Administrator Account — Thu, 10 Mar 2011 17:11:00 -3660

At the stroke of midnight ushering in January 1, 2011, the first of the post WWII baby boomers turned 65. It seems fitting, then, that President Obama signed the National Alzheimer's Project Act (known as NAPA) into law on January 4.

According to the Alzheimer's Association, the leading proponent of the new law, the legislation provides an important national strategy to fight Alzheimer's.

The president and CEO of the Alzheimer's Association, Harry Johns, had this to say about NAPA:

“The Alzheimer’s Association is pleased that a much needed plan will now be put into place to address the challenges of Alzheimer’s disease, currently the sixth-leading cause of death in this country. In fact, among the 10 leading causes of death, it is by far the fastest growing — increasing more than 50 percent from 2000 to 2007. Given the devastation experienced by millions of families because of this disease and the staggering economic costs, particularly to Medicare and Medicaid, we must have an effective strategy now. The fact that Alzheimer’s is the only one of the top 10 causes of death without a way to prevent, cure or even slow it underscores the critical need for the swift, aggressive implementation of this legislation.”

The Alzheimer's Association has a comprehensive website at alz.org that deals with all aspects of the disease as well as providing more information about NAPA.

Georgette H. Tarnow, JD, LLM, is an attorney and author, with a background in management and elder care. Her book, When Your Parent Becomes Your Child: Advice for Caregivers…from a Daughter Who Spent 23 Years Dealing with Aging and Dementia, serves as both a how-to and a cautionary tale. Ms. Tarnow may be reached at G@TarnowEsq.com and through her caregiving website, www.YourCaregiving.com.

Laurie P. Barry Among “Best of Best” Financial Advisors

Administrator Account — Thu, 06 Jan 2011 17:11:00 -3660

LAURIE P. BARRY AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S WINNER’S CIRCLE TOP WOMEN ADVISORS UMMIT

Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers

PALM BEACH (Dec. 3, 2010)—UBS Wealth Advisor, Laurie P. Barry, CFP, attended the fifth-annual Barron’s Winner’s Circle Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers, December 1 – December 3 in Palm Beach, FL.

71 of the Top 100 Women Financial Advisors in the U.S., as ranked and published in Barron’s June 7, 2010 issue, were in attendance. This annual ranking is the basis for the Top Women Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices. The top 100 Women are comprised of advisors from major security firms and independent operations.

“It was such an honor spending time with so many successful and inspirational women. It's not often, that you are in one place with so many women that you can share insight with but also truly--understand the role and responsibility we have as an advisor. I feel like the time spent not only inspired me personally, but will translate into better service for my clients. In addition it was great to see so many women be able to have a successful business, but also be very engaged with their family, community and charities. I felt recharged and motivated in so many ways-- to become a better advisor and person."

This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Women Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.

“Because the Summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry’s leading event,” said Ed Finn, editor and president of Barron’s. “The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their clients, which is vital given the challenging economic and market conditions of today.”

Laurie P. Barry, CFP, was one of approximately 400 financial advisors who was selected by their firm to attend and participate in the conference. Participating firms included: Ameriprise Financial Services Inc., Bank of America-Merrill Lynch, Credit Suisse Securities (USA) LLC, Deutsche Bank Alex. Brown, LPL Financial, Morgan Stanley Smith Barney, Raymond James Financial, RBC Wealth Management, Robert W. Baird & Co., UBS Financial Services Inc. and Wells Fargo Advisors.

For more information about Barron’s Winner’s Circle conferences, please go to www.barrons.com/conferences

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About Barron’s

Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.

The “Barron’s Top 100 Women Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.

Attendees of the Barron’s Winner’s Circle Conference were comprised of the 100 women advisors listed in “Top 100 Women Financial Advisors”, (June 7 2010) as well as 400 financial advisors designated as the top 1% producers of their firms.

Succession Planning, How To Become a PWCC Board Member

Administrator Account — Tue, 09 Nov 2010 18:16:00 -3660

Great news to our members that would like to be involved and serve on the board! PWCC invites you to nominate yourself or a fellow member. We currently have one board position open to serve as the Programs Co-Chair. On behalf of the PWCC Board of Directors, thank you for your interest! If you have any questions, please contact Debbie Gidley at the PWCC Office at admin@pwcc.org.

Candidate Eligibility

1. Candidate must be a PWCC member for at least 2 years.

2. Candidate must have been active on a committee for at least 1 year.

3. Candidate must be in good membership standing with PWCC.

Nominations

1. Any PWCC member can nominate another member to be a board member.

2. Nomination must include completed nomination form which is saved on the PWCC website under “News”, or email Debbie Gidley (admin@pwcc.org) to get a form.

3. All nominations to be sent to Debbie Gidley (admin@pwcc.org).

4. Candidates must receive 2 nominations to be considered, 1 self nomination may be included.

5. PWCC contacts candidate explaining process and collects resume/bio

6. PWCC sends eligible candidate resume/bio to Executive Committee for review.

Interviews & Next Steps

1. Executive Committee reviews nominated candidate.

2. Interview is conducted with candidate by 2 Executive Committee Members.

3. Candidates will be informed when board positions are open and appointments will be made.

. 4. All successful candidates will be kept on a waiting list until a board position is open.

We look forward to hearing from you,

Sandy McKeen

PWCC President, 2010-11

My name is Lauren, and I’m a Facebookaholic. Part II

Administrator Account — Mon, 28 Jun 2010 19:10:00 -3660

One fateful night, I got bored judging my “friends” updates and found myself searching for more unsuspecting types of people to critique.

When You're the New Kid in the Office

SuperUser Account — Tue, 08 Jun 2010 20:49:00 -3660

Recently a Generation Y acquaintance e-mailed me that she was having a hard time connecting with the baby boomers at her new job – particularly during department meetings. She asked if I had any suggestions on how she could build more positive relationships at the office. Here’s my reply.

Is Your Interview Attire Helping or Hurting You?

Administrator Account — Thu, 03 Jun 2010 21:53:00 -3660

Congratulations, you’ve got the interview! Believe it or not, that may have been the easy part. Now, what will you wear?

Planning Your Finances as a Couple

SuperUser Account — Mon, 17 May 2010 21:03:00 -3660

While many married couples divide the household responsibilities, there’s one task that really needs the attention of both people – the investment planning. Managing your finances as a couple ensures that both partners have equal input on how money is being spent and invested. It also helps you protect each other – and your family – in an emergency.