While recent market performance has been strong, we don’t know what the future may hold. Financial decisions can feel overwhelming to employees, perhaps even you might feel the same! Join this timely webinar to learn how to help you and your employees effectively navigate market cycles.
What you’ll learn:
- Key lessons from 100 years of market returns
- How to align investment strategies with time horizons and goals
- Optimizing your benefits program at work to unlock progress
- Practical steps to boost engagement and retention
Meet the Presenter
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Kristen Koluch, CFA®, CFP®
Kristen Koluch, CFA®, CFP®, has dedicated her career to helping people make progress on their personal financial journeys. With a background in working with employers on their retirement benefits plans, she understands that wealth is built in the workplace.
She appreciates that financial decisions can be emotional, complicating the decision-making process, and feels that maintaining a relationship with a trusted advisor is the key to having the confidence to pursue your financial goals. She views herself as a financial coach and guides clients to make their “next right” financial decision.
Her mantra is to under-promise and over-deliver. Whether it is preparing for a meeting or analyzing a solution to a family’s problem, she knows the expectations she would have from a professional advisor, and always holds herself to that standard.
She also leads the Women & Investing initiative of The Mahoney Group. She understands that female investors often face a complicated financial situation, balancing the roles of mother, daughter, wife, grandmother, colleague and friend – while putting their own needs last. As part of this initiative, she plans and hosts educational events for our female clients and prospective clients.
Kristen is co-head of The Mahoney Group’s Investment Committee and leads the portfolio research team for her team’s institutional clients. As a Chartered Financial Analyst®, Kristen holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. In 2020, Kristen obtained her CERTIFIED FINANCIAL PLANNER™ certification, demonstrating her commitment to her profession.
She joined The Mahoney Group on a full-time basis in 2003, but has worked with the group as an intern dating back to 1996. She specialized in investment policy development and execution for both wealth management and corporate clients. She joined Raymond James in 2015 when The Mahoney Group became part of the Raymond James family.
DISCLOSURE
SHRM is a current client of Raymond James. SHRM receives cash compensation from Raymond James in exchange for priority placement and brand promotion at conferences, shared authorship of marketing materials, and the contact information of attendees at SHRM conferences. SHRM’s receipt of cash compensation creates an incentive for SHRM to market investment advisory services of Raymond James. Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services.
Visit raymondjames.com/shrm for important information about Raymond James (RJA WRAP FEE PROGRAM BROCHURE, RJFSA WRAP FEE PROGRAM BROCHURE, IFS FORM ADV 2A) and how SHRM works with Raymond James (PROMOTER’S DISCLOSURE).
Securities offered through Raymond James & Associates, Inc., member NYSE/SIPC, or Raymond James Financial Services, Inc., member FINRA/SIPC, each a broker-dealer registered with the Securities and Exchange Commission (SEC). Investment advisory services offered through Raymond James & Associates, Inc. or Raymond James Financial Services Advisors, Inc., each an investment adviser registered with the SEC.
Raymond James Home Office: 880 Carillon Parkway, St. Petersburg, FL 33706
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.