Julina L. Ogilvie, CIMA®, CPWA®, CEPA®’s Post

This #WomensHistoryMonth, four leading women in the financial services industry discussed the career trajectories that brought them to Natixis Investment Managers, Mirova, Harris Associates, and Loomis, Sayles & Company. Read a recap of their talk in Pensions & Investments:

In a recent episode of The Long Term Investor, Sara Gelsheimer, CFP® joined Peter Lazaroff, CFA, CFP® to discuss advice and observations for women who are the main breadwinners in their families. Sara not only addresses the unique financial and social hurdles they encounter but provides practical strategies for effectively handling these responsibilities. Click the link to listen, read or watch through the episode! #thelongterminvestor

Thinking about buying or selling a business? Fennemore's latest article from Jenny Zhang, Ryan Curtis, and David Sieck explores crucial employee benefit issues that should be considered when buying and selling businesses. From retirement plans to deferred compensation, understanding these aspects can impact a transaction's success. These Fennemore attorneys share best practices for navigating the nuances of employee benefits during a business transfer. Stay informed to make strong decisions and protect your business. Read the article here: https://lnkd.in/gf8aUnU2 #EmployeeBenefits #MergersAndAcquisitions #LaborAndEmploymentLaw #Fennemore

Our Corporate Transactions team reviews the latest developments in UK corporate law including:    - Findings from the third year of the FTSE Women Leaders Review  - The Investment Association’s letter to remuneration committee chairs  - The Financial Reporting Council launches its review of the UK stewardship code and publishes its thematic review of reporting by the UK’s largest private companies - New Pensions and Lifetime Savings Association stewardship and voting guidelines for 2024   Read the full brief by clicking the link below.    #Legal #CorporateBriefing #UKCorporateLaw #WomenLeaders

“Succession planning does not necessarily equal retirement; it’s a map to a new destination.” 🌟 This powerful insight from David Ernst sparked a dynamic discussion on succession planning at the recent LMA West panel, “Mastering the Art of Succession Planning,” attended by Society 54 Affiliate Consultant Katy von Treskow. The panel highlighted how critical it is for firms to embrace succession as a best practice—not just to manage risk but to foster continuity and build stronger client relationships. As client demands evolve, more are asking firms to outline leadership plans within their service teams, bringing succession planning to the forefront. Don’t miss Katy’s full takeaways for valuable insights on navigating this crucial aspect of firm strategy: https://bit.ly/3Cd7v2q. At Society 54, we help firms stay ahead of this trend with thoughtful, client-centered succession frameworks. Ready to elevate your firm’s approach? Let’s connect! #SuccessionPlanning #LMAWest #ClientSucess

How We Will Improve the Diversity and Inclusiveness of Investopedia and Our Content I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture

In advance of our panel on succession at the upcoming RIA Edge West conference in Marina Del Ray, CA, I read with great interest this opinion from Rob Sandrew. Rob is spot on in highlighting the benefits of RIA firms being purposeful in their succession planning. Not a dissimilar concept to how RIAs coach clients to view retirement planning. Having a plan is a strong step in the continuity of care for clients and colleagues. It is a key component of driving firm growth, talent acquisition/retention and, ultimately, valuations.

Congratulations to IADEI Fellow Ashley Dennig Blodgett of The Eli and Edythe Broad Foundation for being recognizes as a NextGen CIO: https://lnkd.in/ekVu4Fxb Thank you, Ashley, for highlighting the importance of diversity and inclusion during your selection process: "There is real data showing that diversity of thought and experience leads to better investment outcomes. An internal commitment to diversity at the organizational and team level is critical. Being intentional about counteracting biases and embedding DEI throughout the process when hiring new team members, investment partners and service providers is important. Creating an inclusive culture that attracts and supports diverse talent at all levels is equally vital. Doing our part to broaden the reach of organizations that champion untraditional, underrepresented perspectives and leaning on communities like Institutional Limited Partners Association (ILPA) and Institutional Allocators for Diversity, Equity, & Inclusion (IADEI) to learn and share best practices is also helpful. As a biracial woman in the financial industry, it was incredibly beneficial for me to see examples, however few, of women from a similar background to mine who had blazed the trail before me. It’s important that we continue to create visible examples and build sustainable pathways for people of all backgrounds not only to access the industry, but also to grow into leadership positions with meaningful impact and hold ourselves and each other accountable to see lasting progress and change."

It’s not your parents’ retirement anymore. The erosion of the traditional pension, along with economic and societal factors, have redefined how we think about and prepare for the future. This article discusses strategic, creative ways to plan for the retirement of your dreams. Let’s discuss the options.

The whole premise behind Target Date Funds is that investors only need to choose a date they want to retire and then check out of the investing process. What’s worse is that all the major companies market these products as long term investment, but barely include any of the asset categories that have historically performed the best over long periods of time. Paul and Ira talk about why the default investment of your 401(k) is likely a bad option and why many American workers are being set up to work past the date of their target date fund. Later in the episode, Paul talks about the reality of retirement for single women in America and the challenges that arise from lower pay, longer life expectancy, and no partner.