The Investment News Women Adviser Summit 2019 | Investment News | 26 March 2019 | Hyatt Regency, 21500 Pacific Coast Hwy, Huntington Beach, CA 92648, USA
Venue
Hyatt Regency
Hyatt Regency, 21500 Pacific Coast Hwy, Huntington Beach, CA 92648, USA
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| Event Date |
Tue Mar 26 PDT (over 5 years ago)
In your timezone (EST): Tue Mar 26 11:00am - Tue Mar 26 8:00pm |
| Location |
Hyatt Regency
21500 Pacific Coast Hwy, Huntington Beach, CA 92648, USA |
| Region | Americas |
Details
The Investment News Women Adviser Summit, a one-day workshop now held in six cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.
Attend and in one day:
• Gain proven tools to build your business
• Learn communication strategies for bridging generation gaps
• Amplify your brand and value proposition
• Develop techniques for protecting aging clients
• Discover a forum to network with peers
• Feel inspired
Speakers
2019 Speakers
Jennifer Bacarella
Director of Firm Development, Sigma Financial Corp.
April Booth
Chief Operating Officer, TAG Advisors
Lisa Sappenfield Boyer
Investment Advisor Representative and Owner, Boyer & Sappenfield Investment Advisors
Tammy Butts
Regional Executive Vice President and Branch Manager, AXA Advisors
Karen Cashen
Vice President of Marketing, Schwab Advisor Services
Maria Considine King
Senior Vice President, Practice Management, Commonwealth Financial
Michelle Curry, CFP®, ChFC, CLU
Retirement Planning Specialist, AXA Advisors
Lule Demmissie
Managing Director, Investment Products and Guidance, TD Ameritrade
Colleen Denzler, CFA
Founder, Colleen Denzler Strategy Partners
Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews
Julie Gorte, Ph.D.
Senior Vice President for Sustainable Investing, Impax Asset Management LLC and Pax World Funds
Theresa Gralinski
Director of Marketing, InvestmentNews
Susan Kay
Vice President and Director of Business Development, MFS Fund Distributors, Inc.
Lisa Kueng
Director of Creative Campaigns, Invesco
Chloe McKenzie
Founder, BlackFem
Casey McKeon
Senior Consultant, Succession & Acquisition Consulting Group, Raymond James
Cynthia Meyers
CFP, Owner and Founder, Confluence Financial Planning, LLC
Christy Rutherford
Author, Women’s Leadership Development Expert
Suzanne Siracuse
Chief Executive Officer/Publisher, InvestmentNews
Liz Skinner
Special Projects Editor, InvestmentNews
Susan E. Sukys, CFP®
Founder, Mosaic Financial Group
Leslie Yambao Tabor
Managing Director – Advisor Services Business Consulting & Education, Charles Schwab & Co. Inc.
Scott West
Head of Consulting, Invesco
Janelle E. Woodward
Head of Fixed Income, BMO Global Asset Management
Joni Youngwirth
Managing Principal, Practice Management, Commonwealth Financial Network
Sponsors & Partners
2019 Sponsors
PREMIER SPONSORS:
• AXA Advisors
• Cambridge Investment Group, Inc
• Commonwealth Financial Network
• Edward Jones
• FlexShares®
• Monetasm
• Raymond James
• RBC Wealth Management
• Schwab Advisor Services
• Sigma Financial Corporation/ Parkland Securities, LLC
• TD Ameritrade
• U.S. Bank Wealth Management
• Wells Fargo Advisors
SUPPORTING SPONSORS:
• BMO Global Asset Management
• CUNA Brokerage Services, Inc. (CBSI)
• JPMorgan Chase & Co.
• Live Oak Bank
• MFS Investment Management
STRATEGIC PARTNER:
• The Association of African American Financial Advisors
EDUCATIONAL PARTNER:
• College For Financial Planning