InvestmentNews Women Adviser Summit 2019 - San Francisco | Investment News | 22 October 2019 | JW Marriott San Francisco Union Square, 515 Mason St, San Francisco, CA 94102, USA
Venue
JW Marriott San Francisco Union Square
JW Marriott San Francisco Union Square, 515 Mason St, San Francisco, CA 94102, USA
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| Event Date |
Tue Oct 22 PDT (about 5 years ago)
In your timezone (EST): Tue Oct 22 10:45am - Tue Oct 22 9:15pm |
| Location |
JW Marriott San Francisco Union Square
515 Mason St, San Francisco, CA 94102, USA |
| Region | Americas |
Details
Invest in your business, your brand and yourself.
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
Saundra Davis
MSFP, APFC®, FBS® Sage Financial Solutions
Wanda Delgado
Registered Principal, Cambridge Investment Research, Inc
Colleen Denzler, CFA
Investor, Smith Capital Investors
Sonya Dreizler
Founder, Solutions with Sonya
Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews
Kate Healy
Managing Director, Generation Next, TD Ameritrade
Susan Kay
Vice President and Director of Business Development, MFS Fund Distributors, Inc.
Lisa Kueng
Director of Creative Campaigns, Invesco
Tracie McMillion
Head of Global Asset Allocation Strategy, Wells Fargo Investment Institute
Jeanette Ng
Financial Advisor, LPL Financial
Sally Ng
Financial Planner, LPL Financial
Rene' Nourse, CFP®
Founder and CEO, Urban Wealth Management
Carrie Schwab-Pomerantz, CFP®
President and Board Chair, Charles Schwab Foundation
Sponsors & Partners
2019 Sponsors and Partners
PREMIER SPONSORS:
• BMO Global Asset Management
• Cambridge Investment Group, Inc
• LPL Financial
• Raymond James
• Schwab Advisor Services
• TD Ameritrade
REGISTRATION SPONSOR:
• Wells Fargo Advisors
VIDEO SPOTLIGHT & SUPPORTING SPONSOR:
• RBC Wealth Management
SUPPORTING SPONSORS:
• Lincoln Financial
• Live Oak Bank
• MFS Investment Management
• Pax Ellevate
STRATEGIC PARTNERS:
• The Association of African American Financial Advisors (QUAD-A)
• The Foundation for Financial Planning (FFP)
EDUCATIONAL PARTNER:
• College For Financial Planning