Diversity in America & Its Impact on Financial Planning

Posted in: Alumni Career Services- Jan 25, 2015 Comments Off on Diversity in America & Its Impact on Financial Planning

Online Webinar
Thursday, February 12, 2015, 12:30 – 1:30pm

Register here: attendee.gotowebinar.com…

Successfully representing diversity is a significant and complex educational undertaking. Over the past few decades, leaders have started to embrace diversity because the business world has become more global. The practice of work is now more team focused. Today, the United States is experiencing a profound demographic and economic shift in terms of age, gender, and race. Our country and global population is aging disproportionately. The emergence of women in terms of leadership, entrepreneurship, and innovation is indisputable; women are an essential and integrated part of the American economy. The children of our increasingly diverse population represent America’s newest chapter of assimilation, progress, and opportunity.

Specific learning objectives that participants can expect as a result of the webinar with Sameer Somal (B'05):

• Engage our audience on diversity and convey the growth opportunity associated with serving diverse clients in terms of race, age, and gender.
• Raise awareness of how our country is evolve in terms of age, gender, and racial diversity.
• Quantify and qualify the both the tangible and intangible advantages of embracing diversity.
• Provide a contextual roadmap that highlight specific races that are underserved from a financial planning standpoint.
• Provide attendees with pertinent information and historical context on the emerging affluence and influence of women.


Sameer Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. As part of the Investment Strategy Group at The Bank of Nova Scotia, Sameer actively contributed to the firm’s white paper and institutional business development efforts. He is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM.

Career Development – DC: Educational
Career Development – Regional: Lecture
More infoattendee.gotowebinar.com…

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