COMPANY /
SEMINAR | PHONE /
WEB SITE | LEVEL OF SOPHISTICATION | FREQUENCY | LOCATION | COST | TOPICS* | COMMENTS |
 |
AARP
Women It's Time: Secure A Better Financial Future | 800-424-3410
www.aarp.org/money | Beginner | 60 four-session seminars in 2001 | Communities in 42 states | $20 for all sessions and materials | A, R, G, E | Nurturing seminars that cover the A, B, Cs. Written materials useful and easy to understand. |
|
American Express
Financial Well-Being What Every Woman Should Know | Call local advisers
www.americanexpress.com (click Financial Services) | Beginner; advanced for women with high assets | At discretion of local AmEx offices | Local AmEx offices nationwide | Free | A, R, G, E | Informative Web site. Seminar brochure includes worksheets that help define financial goals. |
|
Charles Schwab
Women Investing Now
| 877-561-5445
www.schwab.com/women
| Beginner; intermediate for high-asset clients | Weekly or monthly, depending on demand | Communities with Schwab branches | Free | A, R, G | Seminars and written materials useful. Web site offers many tools, but some available only to top clients. |
|
Chicks Laying Nest Eggs
| 877-828-5669
www.chickslayingnesteggs.com
| Beginner | Face-to-face seminars monthly; online seminars change monthly | Major cities | $40 for face-to-face. No cost for online. Required book: $25 | A, R, C, G | Much of program geared to starting investment clubs. Participants learn to read company financial statements. |
|
Dreyfus
Taking Control of Your Finances
| Call local brokers
www.dreyfus.com
| Beginner | At discretion of local brokers | Cities where brokers are located | Free | A, R, G | Useful PowerPoint presentation. Aimed at Dreyfus clients. Follow-up with broker if client wants. |
|
Financial Finesse
| 415-503-1250
www.financialfinesse.com | Beginner and advanced | Monthly or every two months, depending on location | 15 major cities | $75, with $30 off for filling out online survey | A, R, G | Geared to 25-to-45-year-olds who need intro. One-on-one follow-up with adviser. Telephone helpline available. |
|
Invesco Funds
Sex Matters! Women: Take Charge of Your Financial Future | 800-525-8085
www.invescofunds.com | Intermediate | Monthly; twice a year in Denver | Major and midsize cities | Free | A, R, G | Relatively large classes of up to 50 in Denver and about 200 at trade shows. |
|
Mellon Private Asset Management
| Call regional offices
www.mellon.com | Advanced | At discretion of local brokers | In 25 cities with regional offices | Free | A, R, G, E | Aimed at clients or potential ones with $1 million in assets. Seminar topics and materials vary by location. |
|
Merrill Lynch
You and Your Money: A Financial Seminar for Women | Call local branches
www.merrilllynch.com | Beginner to advanced | At discretion of local branches | Communities where branches are located | Free | A, R, G, E | Personal follow-up meetings available. Specialized seminars address financial planning. |
|
MFS Investment
LifePlanning: A Program for Women | 800-637-2929
www.mfs.com | Depends on audience | Regularly, by insurance companies, banks, and other sellers of products | Where sellers of MFS products are located | Free | A, R, G, C | Open only to clients of MFS intermediary. Written materials useful, especially the financial organizer-planner. |
|
MsMoney.com
6 Steps to Reach Financial Security | 415-401-1770
www.msmoney.com | Beginner | Online seminars available anytime. Financial firms starting to offer live ones. | Online. Live where MsMoney partners are located | $25 for online. Free for clients of firms offering live seminars | A, R, G | Informative interactive features. Well-organized written materials. Live >seminars to be based on Web seminars. |
|
Morgan Stanley
Your Money, Your Future
| Call local branches
www.morganstanley.com
| Intermediate | Frequently, at many locations | Cities with local branches | Free | A, R, G | Free personal consultations. |
|
Northern Trust
Financial Preparedness | 877-531-2098
www.northerntrust.com | Advanced | Periodically, for clients and prospects | 81 company offices | Free | A, R, G, C, E | Aimed at women with high net worths. |
|
OppenheimerFunds
Women and Investing | Call local brokers
www.oppenheimerfunds.com | Beginner | At discretion of brokers that sell Oppenheimer funds | Cities where brokers are located | Free | A, R, G, C, E | Search Women & Investment section on Web for articles on investing. Book and brochure available. |
|
Putnam Investments
Women and Investment Planning | Call local brokers
www.putnam.com | Beginner | At discretion of brokers that sell Putnam funds | Cities where brokers are located | Free | A, R, G, C, E | Informative PowerPoint presentation covers many subjects in a general way. |
|
Salomon Smith Barney
The Women's Initiative | Call local branches
www.salomonsmithbarney.com | Advanced | Formal seminars every two months, plus others run by SSB consultants | Major cities with SSB offices | Free | R, G, E | By invitation to clients with $100,000 in invested assets and targeted prospects. Follow-up by advisers. |
|
TIAA-Cref
Women and Finance | Call regional offices
www.tiaacref.org (click on Meeting/Counseling) | Beginner to intermediate | At least once a year at many locations | Client hospitals and universities | Free | A, R, G, E, C | Informative seminars and written materials. Telephone and one-on-one counseling available. |
|
| UBS/PaineWebber | 212-713-8511
www.ubspainewebber.com | Intermediate | 25 seminars in 2001 | Major cities | Free | A, R, G, C | Aimed at affluent women. Good online educational center. |
|
Vanguard Group
Women and Money | Limited to client companies
www.vanguard.com | Beginner | About 65 a year | Companies with Vanguard retirement plans | Free | A, R, G, E, C | Search "women" on Web site for "Women and Investing" guide. |
|
Van Kampen
| 866-858-4636
www.vankampen.com | Beginner | Weekly at various locations | Cities, towns with financial advisers | Free | R, G | Seminars based on Smart Women Finish Rich by David Bach. |
|
*A=Asset Allocation R=Retirement C=College G=General Investing E=Estate Planning
Data: BusinessWeek |
Copyright 2001 , by The McGraw-Hill Companies Inc. All rights reserved.
