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Event Date | Mon Apr 27 EDT - Wed Apr 29 EDT (over 4 years ago) |
Location |
Loews Atlanta Hotel
1065 Peachtree St NE, Atlanta, GA 30309, USA |
Region | Americas |
Invest In Women 2020 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.
2020 Speakers
KEYNOTE SPEAKERS:
Eleanor Blayney
Former CFP Board Consumer Advocate
Donna L. Brazile
Political Strategist and founder of Brazile & Associates LLC
Marjorie Fox
Founder, FJY Financial LLC
Katty Kay
Founder, FJY Financial LLC
Kahne Krause
Head of Client Communities and Vice President, Dimensional Fund Advisors
Angie O'Leary
Head of Wealth Planning, RBC Wealth Management—U.S.
Lauryn Williams
Founder, Worth Winning
SPEAKERS:
Erin Botsford
Advisor, Author and Trainer
Hannah Buschbom
Partner, AmeriFlex
Jennifer Cannon
Vice President, Business Development, Impax Asset Management & Pax Ellevate Management
Donna M. Cheswick
Financial Advisor and Shareholder, Medallion Wealth Management
Karma Forrestal
Partner and Financial Advisor, Forum Financial Management LP
Kimberly Foss
Founder and President, Empyrion Wealth Management
Bridget Venus Grimes
Founder and President, WealthChoice; Co-Founder, Equita Financial Network
Michaela Herlihy
President, Beacon Financial Planning of Cape Cod Inc.
Gretchen Halpin
Co-Founder, Beyond AUM
Lori A. Keith
Portfolio Manager, Parnassus Investments
Lauren Locker
Founder, Locker Financial Services LLC
Lisa A.K. Kirchenbauer
President, Omega Wealth Management
Kay Lynn Mayhue
President and Partner, Merit Financial Advisors
Julie Meissner
Chief Operating Officer and Chief Compliance Officer, Garrison Point Capital
Joe Messinger
Co-Founder and Director of College Planning, Capstone Wealth Partners
Stacy J. Miller
Partner, Vice President and Wealth Advisor; Bright Investments LLC
Catherine Seeber
Vice President and Financial Advisor, CAPTRUST
Carol Lee Roderts
President, Institute for Divorce Financial Analysts
Jill T. Slomski
President, Niche Team LLC
Heather Smith
Lead Sustainability Research Analyst, Impax Asset Management; Vice President, Sustainable Investing, Pax World Funds
Reshell Smith
Founder and Chief Executive Officer, AMES Financial Solutions LLC
Lili Vasileff
President, Wealth Protection Management LLC; Founder & Co-President, National Association, Divorce Financial Planners
Tracy Vaughn
Branch Manager & SVP of Investments, The Vaughn/McLaughlin Team of Raymond James & Associates Inc.
Beth Walker
Wealth Advisor and Partner, Carson Wealth; Founder, Center For College Solutions
Jocelyn D. Wright
Special Adviser On Gender Diversity, CFP Board Center For Financial Planning
2020 Sponsors
GOLD SPONSORS:
• RBC Wealth Management
SILVER SPONSORS:
• Charles Schwab
• The W Source
BRONZE SPONSORS:
• Dimensional
• Niche
• Parnassus Investments
EXHIBIT SPONSORS:
• IDFA
• PAX Ellevate
• United Planners Financial Services