Women Adviser Summit (2) 2021 | Investment News | 18 March 2021 | Virtual
Venue
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| Event Date | Thu Mar 18 EDT (over 3 years ago) |
| Location | Virtual |
| Region | All |
Details
Invest in your business, your brand and yourself.
For over five years, the Women Adviser Summit has hosted thousands of women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers.
The InvestmentNews Women Adviser Summit is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.
Join in on the experience!
Speakers
2021 Speakers
Erin Botsford
Founder & CEO, The Advisor Authority
Jennifer Bacarella
Director of Firm Development, SPS Family
Heather Locus
Owner, Wealth Manager, and Leader of the National Divorce Practice Group, Balasa Dinverno Foltz
Anna N'Jie-Konte
Founder, Dare to Dream Financial Planning
Alice Tang
Vice President, Partner, BPG Wealth Management
Marguerita (Rita) Cheng, CFP
Chief Executive Officer, Blue Ocean Global Wealth
Wendy Hartman
President, Buckingham Strategic Wealth
Finka Jerkovic
Founder, FINKA Communications Inc.
Kristen Kimmell
Head of Advisor Recruiting and Field Marketing, RBC Wealth Management
Kerry Ryan, Certified Private Wealth Advisor (CPWA(R))
Director, Global Go to Market, Wealth & Asset Management, Salesforce
Liz Skinner
Special Projects Editor, InvestmentNews
Sacha Thompson
Founder, The Equity Equation
Kathleen Zemaitis
Founder, Z Inclusion
Sponsors & Partners
2021 Sponsors
PREMIER SPONSORS:
• Wealth Management
• Salesforce
• SPS Family
REGISTRATION SPONSOR:
• Wells Fargo Advisors