Virtual Event

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Event Date Tue Sep 28 EDT (9 months ago)
Location Virtual Event
Region All

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.


2021 Speakers

Liz Skinner
Special Projects Editor. InvestmentNews

Stephanie Bogan
Chief Possibility Officer working, Limitless Adviser Consulting

Sonya Lutter PhD, CFP
Director, Institutional Research and Education. Herbers & Company Academy

Emily Bentley
Managing Director, Family Office, Homrich Berg

Pamela Sams
Financial Advisor, Jackson Sams Wealth Strategies

Lauren Sigman
Principal and Managing Director, Robertson Stephens

Nicole Casperson
FinTech Reporter, InvestmentNews

Sarah Catherine Gutierrez
Founder & Partner, Aptus Financial

Reva Shakkottai
Senior Vice President-Branch Director/Financial Advisor, Senior Portfolio Manager-Portfolio Focus, RBC Wealth Management

Judy Van Arsdale
LPL Financial Advisor. Lakeview Wealth Mgmt.

Colleen Denzler
CFA, Investor, Smith Capital Investors

Lori Johnston
Managing Partner & Financial Advisor. Impact Capital Strategies

Rebecca (Becky) Novin-Cannon JD.
President, Novin Cannon Financial Group LLC

Kristi Delongchamp
VP, Recruiting and Relationship Management. SPS Family

Jennifer Rutley
Principal, Hidden Insights Group

Natalie Straub
Director & Senior Business Management Consultant, Schwab Advisor Services

Sponsors & Partners

2021 Sponsors

• Charles SCHWAB
• Guardian
• Wealth Management
• SPSFamily

• Wells Fargo

• Commonwealth

• Equitable Advisors