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Agenda
0830 Networking and continental breakfast
0900 CE
1000 Adjourn

Approved for 1 hour of CFP, NC CPE, NC CLE, NC CIE

This session will also be broadcast on Zoom and shown live at a meeting at Footnotes Coffee.

SPEAKER: Paula McMillan, CPA/PFS, CFP, CGMA
Paula is a Senior Financial Advisor with fee-only RIA Stearns Financial Group. Paula has prior Big Four and large regional accounting firm experience, as well as Fortune 500 experience in the financial services industry. She has traveled extensively throughout the U.S., Europe, Asia, Africa and the Middle East to serve clients with an international consulting firm. Paula serves on the AICPA’s PFS Credential and Advanced Personal Financial Planning Conference Committees and the Society for Financial Service Professionals’ Foundation Board. Seeing a need for greater financial empowerment for women, Paula founded and chairs the NCACPA Triad Women’s Initiatives Group and actively participates in Financial Focus for Women.

Paula is also an active member of the Greensboro Estate Planning Council and NAPFA. Paula has been published and quoted in national and local publications, including AICPA’s The Tax Adviser, Kiplinger’s and The Business Journal. She created two AICPA podcast series on retirement planning and women and wealth. She is a TEDx presenter on the topic of Retirement: Longevity and Security. Paula regularly delivers presentations to national, regional and local audiences on Social Security, Retirement Planning, Women and Wealth and Financial Wellness.

ABSTRACT: There is a shift in influence underway. Maybe you have seen it, heard it, or felt it. You are more likely to see more and more women at the table with you, seeking planning opportunities.

Did you know?

• Women are already the breadwinners or co-breadwinners in 2/3 of the American households
• In 40% of couples, she earns more, in another third, she earns the same amount
• Of the tremendous intergenerational wealth transfer, 70% will pass to daughters, likely creating more breadwinner decision-makers
• 95% of women will be responsible for family finances at some point

Is she, the breadwinner woman, ready? After this session, you will better understand: 

• Unique Concerns, Behaviors and Goals Women Have Around Money
• The Role of Education in Advising Women
• How Specific Life Transitions Often Impact Women
• How These Differences Can Be Advantages in Achieving Successful Financial and Life Outcomes
• The Opportunity that Exists in Building Deeper, More Fulfilling Relationships with Women