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Raising Your Financial IQ

Phoenix, AZ • November 11, 2014

Women increasingly control the majority of the nation's wealth, own business that grow at one and a half times the national average and--when they don't excuse themselves from the investing conv...

Tuesday, November 11, 2014 11:30 AM - 1:30 PM EST

Seasons 52
2502 E Camelback Road
Phoenix, AZ 85016
US

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The Women's Guide to Successful Investing

Women increasingly control the majority of the nation's wealth, own business that grow at one and a half times the national average and--when they don't excuse themselves from the investing conversation--outperform men as investors. Why, then, do the the vast majority of women consistently claim they lack the confidence and expertise to make financial decisions?

Nancy Tengler spent two decades as a professional investor managing billions of dollars of other people's money. Along the way she met very smart women who were not only disengaged from the management of their wealth but didn't seem at all concerned about it. As a result, raising women's financial IQs has become her passion. A columnist, author, financial news commentator and university professor, her latest book The Women's Guide to Successful Investing was released by Palgrave Macmillan in August. The book explains why women must invest for their future (reason number one: they tend to live longer and, therefore, simply need more money in retirement) and also encourages women--"hardwired with the attributes required for successful investing"--to believe that they really do make excellent investors. Even if you never intend to manage your money directly, understanding Tengler's principles will improve your results as a client and teach you the right questions to ask your advisor for long-term financial security.

Nancy Tengler has worked as a Chief Executive and Chief Investment Officer, overseeing the management of tens of billions of dollars globally. She was named one of Money Magazine's Best Women Investors and served as a regular guest host on CNBC as well as been a frequent guest on PBS, CNN, CBS, NBC and Bloomberg TV. In addition, to her contributions to financial news sites like Examiner.com and Yahoo! Finance, Tengler writes a weekly investing column for women entitled "Your Financial IQ" published in The Arizona Republic.


Hosted by Sharon Zeidler  Sharon joined Baird in 2003 and has more than 20 years of experience in the business as a financial consultant. Sharon serves as both Financial Advisor and Managing Director in Baird's Private Wealth Management division. She is also part of the Private Investment Manager program and runs a discretionary portfolio with her partner for their clients. She graduated from San Diego State University and earned her title as a Senior Investment Consultant through an intensive multiple day course sponsored by Baird at the University of Chicago Graduate School of Business.

Sharon was recognized by Phoenix Magazine as a 2013 Top Wealth Manager in the Phoenix area. She is a board member for the Casa Center for Positive Social Change and is a Professional Advisory Committee Member for the Jewish Community Foundation.

Sharon and her husband, Gideon have two children and reside in Scottsdale. She enjoys spending quality time with her family and friends. She is active in many types of hobbies such as yoga, snowboarding and hiking with her dog, Marley.



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