Women Adviser Summit 2021 | InvestmentNews (IN) | 28 September 2021 | Virtual Event
Venue
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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Tue Sep 28 EDT (about 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
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.
Speakers
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
PREMIER SPONSORS:
• Charles SCHWAB
• Guardian
• Wealth Management
• SPSFamily
REGISTRATION SPONSOR:
• Wells Fargo
SOCIAL MEDIA SPONSOR:
• Commonwealth
SUPPORTING SPONSOR:
• Equitable Advisors