|Event Date||Tue Sep 28 EDT (9 months ago)|
This event Women Adviser Summit has hosted thousands of women financial advisers across the country at live and virtual events to help them grow their business with panels on the latest practice management strategies and enrich themselves with inspiring keynote sessions, all while collaborating and networking with like-minded women 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. Our events offer both experienced and novice female advisers the essential curriculum needed to enhance their businesses and improve their personal skills and confidence.
Special Projects Editor. InvestmentNews
Chief Possibility Officer working, Limitless Adviser Consulting
Sonya Lutter PhD, CFP
Director, Institutional Research and Education. Herbers & Company Academy
Managing Director, Family Office, Homrich Berg
Financial Advisor, Jackson Sams Wealth Strategies
Principal and Managing Director, Robertson Stephens
FinTech Reporter, InvestmentNews
Sarah Catherine Gutierrez
Founder & Partner, Aptus Financial
Senior Vice President-Branch Director/Financial Advisor, Senior Portfolio Manager-Portfolio Focus, RBC Wealth Management
Judy Van Arsdale
LPL Financial Advisor. Lakeview Wealth Mgmt.
CFA, Investor, Smith Capital Investors
Managing Partner & Financial Advisor. Impact Capital Strategies
Rebecca (Becky) Novin-Cannon JD.
President, Novin Cannon Financial Group LLC
VP, Recruiting and Relationship Management. SPS Family
Principal, Hidden Insights Group
Director & Senior Business Management Consultant, Schwab Advisor Services
• Charles SCHWAB
• Wealth Management
• Wells Fargo
SOCIAL MEDIA SPONSOR:
• Equitable Advisors