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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 |
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.
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
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