Venue
Hilton Americas-Houston
Hilton Americas-Houston, 1600 Lamar St, Houston, TX 77010, US

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Event Date Mon Apr 30 EDT - Wed May 2 EDT (over 6 years ago)
Location Hilton Americas-Houston
1600 Lamar St, Houston, TX 77010, US
Region Americas
Details

Invest In Women 2018 is the leading forum nationwide to explore, discuss and learn about issues that are meaningful for women financial advisors and female clients. Both male and female advisors are invited to this two-day event that promises insight and networking to help practices grow. The 2018 conference will offer expanded programming that reflects input from prior attendees as well as other industry leaders. Take the opportunity to be inspired — and have fun — at a conference you won’t want to miss. Plan to be there and register now.

The 2018 conference will offer expanded programming that reflects input from prior attendees as well as other industry leaders. Take the opportunity to be inspired — and have fun — at a conference you won’t want to miss. Plan to be there and register now.

Speakers

2018 Speakers:

Sherise D. Ferguson, M.d.
Neurosurgeon, Md Anderson Cancer Center

Jerry Greenfield
Co-founder, Ben And Jerry’s Homemade Inc.

Sallie Krawcheck
Chair, Ellevate Network

Philip C. Marshall
Founder, Beyond Brooke—advancing Elder Justice

Marlee Matlin
Academy Award-winning Actress And Activist

Carolyn Mcclanahan, M.d.
Director Of Financial Planning, Life Planning Partners Inc.

Valerie Plame
Former Cia Operations Officer And Best-selling Author

Fredrick E. Adkins Iii
Chief Executive Officer And President, The Arkansas Financial Group Inc.

Sharon Allen
President And Co-founder, Sterling Wealth Management

Toyin Babarinde
Scientific Project Director, The University Of Texas Md Anderson Cancer Center

Noreen D. Beaman
Chief Executive Officer, Brinker Capital Inc.

Leah R. Bennett
Chief Operating Officer, Westwood Trust—houston

Eleanor Blayney
Cfp Board Women’s Initiative

Susan Bradley
Founder, Sudden Money Institute

Katie Brewer
Financial Planner, Your Richest Life

Betsy Brill
Co-founder And President, Strategic Philanthropy Ltd.

Sheryl Brown
Director Of Social Media Development, Sigma Financial Corporation And Parkland Securities Llc

Marguerita M. Cheng
Chief Executive Officer, Blue Ocean Global Wealth

Iwona Cholewa
Regional Director, Dimensional Fund Advisors

Kelly Coyne
Vice President Of Global Women’s Strategies, Impax Asset Management Llc, Pax Ellevate Management Llc

Susan Danzig
Business Development Expert And Certified Business Development Coach, Susan Danzig Llc

Barbara A. Dare
Vice President Of Wholesaler Productivity And Analytics, Great-west Financial

Rianka R. Dorsainvil
President And Founder, Your Greatest Contribution (Ygc)

Mary Durie
Wealth Advisor, Quest Capital Management Inc.

Lorraine Ell
Chief Executive Officer And Senior Financial Advisor, Better Money Decisions (B$d)

Paul Ellis
Owner, Paul Ellis Consulting

Kimberly Foss
President And Founder, Empyrion Wealth Management Inc.

Denise French
Certified Divorce Financial Analyst, Divorce Strategies Group Llc

Pam Friedman
Partner, Silicon Hills Wealth Management

Peggy Frye
Family Advisor, Glenayr Wealth Advisors Llc

Jeffrey L. Gitterman
Co-founding Partner, Gitterman Wealth Management

Kate Healy
Managing Director, Generation Next, Td Ameritrade Institutional

Dorothy Hinchcliff
Executive Editor, Cfpn

Kristin Hull, Ph.d
Founder And Chief Executive Officer, Nia Global Solutions

Neela Hummel
Financial Advisor, Abacus Wealth Partners

Melissa Joy
Partner And Director Of Wealth Management, Center For Financial Planning Inc.

Lori A. Keith
Portfolio Manager And Senior Research Analyst, Parnassus Investments

Jeanie Walls Knigin
First Vice President, Wealth Management, Morgan Stanley

Christopher L. Knapp
Chief Executive Officer, Collaboration Capital

Lynne Knox
Senior Vice President And Investment Counselor, Capital Group Private Client Services

Dr. Dinah A. Koehler
Sustainability Research And Executive Director, Ubs Asset Management

Kahne Krause
Regional Director And Vice President, Dimensional Fund Advisors

Robert Laura
President, Synergos Financial Group

Joni Lindquist
Principal, Khc Wealth Management

Michelle Lynch
Vice President And Director, Raymond James Network For Women Advisors

Laura Malone
Vice President, Corporate/complex Giving, American Endowment Foundation

Lizzie Dipp Metzger
Founder And President, Crown Wealth Strategies

Carol Ann Michel
Vice President, Retirement Plans, Glen Eagle

Barbara Mullaney
Head Of Relationship Management And Business Development, Citi Private Client Solutions

Courtnie Nein
Co-founder And President, Good Life Advisors

Helen Ngo
Chief Executive Officer, Capital Benchmark Partners Llc And Made Modern Money Inc.

Eileen O’connor
Co-founder And Chief Executive Officer, Hemington Wealth Management

Sybil Praski
Relationship Manager, The Williams Group

Scott Schwinger
President And Chief Executive Officer, Mcnair Group
Chief Financial Officer, Houston Texans

Catherine Seeber
Vice President And Financial Advisor, Captrust

Ann Senne
Head Of Advice And Solutions Group, Rbc Wealth Management–u.s.

Evan Simonoff
Editor-in-chief And Editorial Director, Financial Advisor And Private Wealth Magazines

Barbara Stewart
Founder, Accelus Partners Llc

Marlo Stil
Managing Partner And Personal Cfo, The Wealth Consulting Group

Jennifer Klein Strauss
Ytterberg Deery Knull Llp, Attorney

Laura Tarbox
Founder And Chief Executive Officer, Tarbox Family Office

Heather Townsend
Founder, Townsend Financial

Erin Durkin Voisin
Director Of Financial Planning, Ep Wealth Advisors

Linda Willis
Chief Executive Officer And President, Career Management Advisors

David J. Winters
Chief Executive Officer, Wintergreen Advisers Llc

Sponsors & Partners

2018 Sponsors:

• Brinker Capital
• Cirle Black
• Citi
• Dimensional
• Great-West Financial
• Green Bank
• Parnassus Investments
• Raymond James
• Wealth Management
• SIGMA
• TD Ameritrade Institutional
• UBS
• Wintergreen Fund