Schedule of Events

March Meeting

  • Thursday Mar 15, 2018
  • Start Time: 11:30AM
  • End Time: 1:00PM
  • Federal Reserve Bank
  • Presented by: Suzette Rothberg

New Word Order
Presented by Suzette Rothberg, CFP
Sponsored by Invesco

Which words resonate with investors today? Dream retirement or comfortable retirement?  Financial freedom or financial security? Or what about investment solutions or investment strategies? Invesco Consulting joined forces with word specialists and political consulting firm, Maslansky+Partners, in an effort to help financial advisors communicate more effectively with their clients.

Suzette Rothberg’s presentation, New Word Order, is based on the most extensive study ever conducted on the language of financial services, and features specific strategies that can help financial advisors communicate more effectively with skeptical investors.

Suzette is best described as a highly energetic and engaging speaker representing Invesco Consulting. She is a sought-after, national speaker appearing at hundreds of industry conferences, including Barron’s Top Advisory Teams Conference. With 25 years of industry experience, she specializes in helping advisors develop their professional expertise in key areas such as understanding investor behavior, defining the characteristics of successful financial advisors, and women’s leadership initiatives.

Suzette has been featured in industry publications such as Financial Planning  and Investment News. She studied international business at Mount St. Mary’s University in Los Angeles, is an active member of the Financial Planning Association and the National Speakers Association,  and holds the CERTIFIED FINANCIAL PLANNER certification.

1.0 CFP CE hour approved

Thursday, March 15 11:30-1:00PM              Federal Reserve Bank
$15 FPA Members                             
artners and Season Ticket Holders register here.