Inside Nexus: Women & Wealth

Nexus-and-magnifying-glass

Topic: Inside Nexus

Nicole Weiss 

June 25, 2018


Print & Share

Print

Inside Nexus: Women & Wealth

Last month we hosted the latest installment in our Women & Wealth event series. At Nexus, we believe in the power of financial literacy, and our series is designed to empower women through improving their financial knowledge. By asking women to join us in the discussion about various financial topics, we’re able to engage and help our clients to better understand their own financial situations and what they can do to meet their personal goals.

Our first session, Back to Basics, focused on the fundamentals of investments and financial planning.  We took a building block approach to our presentation and covered a wide range of topics including: types of investments, the meaning of risk tolerance and the effects of taxes. The session was meant to be an introduction to the world of investments and financial planning.

Our next session made a deeper dive into estate planning, wealth preservation, and the family dynamics which can arise when transferring capital to the next generation. The presentation was called Leaving a Legacy and was facilitated by Dianne White and Alex Jemetz. As a topic that regularly comes up in client meetings, our aim was to consider wealth transfer strategies and the associated intricacies that come with leaving the family legacy for future generations. We want our clients to think about the path they are forging for their family. Personally, I found this session extremely useful in preparing for my own family’s legacy conversation!

Navigating through today’s complex investment landscape can leave investors looking for clarity. The most recent session we held, Navigating the Investment Landscape, took a more in-depth look at investments through stock selection, the role of fixed income, and the relationship between risk and return. This has been the most technical session in our series and was facilitated by Alex Jemetz and the newest member of the investment team, Alana Buckley.

I came to Nexus with a marketing background concentrated in the professional services industry, so I’ve found each of our sessions very beneficial to me personally. Our aim with each installment is to create a solid foundation of knowledge for our clients that they can build upon and, ultimately, improve their financial acumen. I’m proud to be a part of the Nexus team, where our investment managers and planners are eager to engage, educate and empower women to improve their financial knowledge and understanding.

If you’d like to attend one of our sessions, please connect with your Nexus relationship manager, or send me an email at NW

More Like This...

See another CRM2 blog post that may be of interest to you.

No posts found.

More Like This...

See another Foundations & Endowments blog post that may be of interest to you.

That Giving Feeling

Topic:
Foundations & Endowments, Tax Planning
Excerpt:
Summer is now a distant memory. In fact, a radio announcer declared only 77 days until Christmas. Ugh. It is usually in the last quarter of the year

More Like This...

See another Human Interest blog post that may be of interest to you.

What a World!

Topic:
Human Interest
Excerpt:
You don’t need to read a blog from your most trusted investment advisor to realize that 2020 might go down as one of the most notable and difficult

More Like This...

See another Inside Nexus blog post that may be of interest to you.

Swimming Naked

Topic:
Inside Nexus
Excerpt:
Warren Buffett has a wonderful line. “Only when the tide goes out do you discover who's been swimming naked.”

More Like This...

See another Investments blog post that may be of interest to you.

Uncertainty… Who Needs It? Apparently, We Do.

Topic:
Investments
Excerpt:
It is not exactly a revelation to say that uncertainty contributes to stress. In “normal” times – take 2019, for example – three common sources of

More Like This...

See another Pearls of Wisdom blog post that may be of interest to you.

“Work, Work, Work, Work, Work, Work”

Topic:
Pearls of Wisdom
Excerpt:
This has been a busy year. I’ve had lots happening on the home front (a wedding!) and lots going on at the office (too long to list!) Managing work

More Like This...

See another Tax Planning blog post that may be of interest to you.

The (U.S.) Taxman Cometh

Topic:
Tax Planning
Excerpt:
Like the medical patient who expects to endure a fair bit of poking, probing and prodding from the doctor, clients of financial providers have had to

More Like This...

See another Wealth Planning blog post that may be of interest to you.

Estate Planning: Questions from our Virtual Chat

Topic:
Wealth Planning
Excerpt:
Helping clients with their estate planning is something we do here at Nexus. However, we are often involved in identifying the best tools for the

On a Side Note…

See another CRM2 Nexus Notes Quarterly article that may be of interest to you.

No posts found.

On a Side Note…

See another Foundations & Endowments Nexus Notes Quarterly article that may be of interest to you.

No posts found.

On a Side Note…

See another Human Interest Nexus Notes Quarterly article that may be of interest to you.

It’s About Time

Topic:
Human Interest
Excerpt:
Over the last 25 years, we have written frequently about time. In fact, in 2010, our annual client presentation carried the same title as this article

On a Side Note…

See another Inside Nexus Nexus Notes Quarterly article that may be of interest to you.

A Virtual Nexus Welcome

Topic:
Inside Nexus
Excerpt:
We are excited to welcome Preethi Khatri Chetri to Nexus.

On a Side Note…

See another Investments Nexus Notes Quarterly article that may be of interest to you.

Uncertainty… Who Needs It? Apparently, We Do.

Topic:
Investments
Excerpt:
It is not exactly a revelation to say that uncertainty contributes to stress. In “normal” times – take 2019, for example – three common sources of

On a Side Note…

See another Pearls of Wisdom Nexus Notes Quarterly article that may be of interest to you.

China’s Larger Role in the World; Immortality in a Test Tube

Topic:
Pearls of Wisdom
Excerpt:
Reading is one of the principal occupations in our profession. As we digest a wide range of material, interesting ideas and surprising facts – some

On a Side Note…

See another Tax Planning Nexus Notes Quarterly article that may be of interest to you.

The (U.S.) Taxman Cometh

Topic:
Tax Planning
Excerpt:
Like the medical patient who expects to endure a fair bit of poking, probing and prodding from the doctor, clients of financial providers have had to

On a Side Note…

See another Wealth Planning Nexus Notes Quarterly article that may be of interest to you.

From the Editor: Happy New *Planning* Year

Topic:
Wealth Planning
Excerpt:
As the weather cools and the leaves begin to change colour, it seems to me that fall is the more natural start of a new year compared to the start of