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Event Date | Tue Jul 11 EDT (over 7 years ago) |
Location | Boston, Massachusetts, United States |
Region | Americas |
Invest in your business, your brand and yourself.
The InvestmentNews Women Adviser Summit, a one-day workshop held in three cities, 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
Eleanor Blayney
Consumer Advocate, Certified Financial Planner Board of Standards
Maureen Bromwell
Chief Marketing & Strategy Officer Northern Trust Asset Management
Mark Bruno
Associate Publisher, InvestmentNews
Heather Ettinger
Managing Partner, Fairport Asset Management
Amy Florian
CEO, Corgenius
Yonhee C. Gordon
Principal Chief Operating Officer, JMG Financial Group
Elizabeth Grady
Financial Consultant, Baldwin Financial Advisors
Kate Healy
Managing Director, Institutional Marketing, TD Ameritrade Institutional
Susan Kay
Vice President and Director of Business Development, MFS Fund Distributors, Inc.
Maribeth Kuzmeski
President, Red Zone Marketing
Kate Leipprandt, CFP®, ChFC, CLU
Owner and Managing Director, Baldwin Financial Advisors
Allyson Lewis
Time Management Expert, The 7 Minute Life
Sarah Newcomb
Behavioral Economist, Morningstar
Shannon Rosic
Multimedia Manager, InvestmentNews
Judy Rubin
Partner, Plaza Advisory Group
Suzanne Siracuse
VP/Publisher, InvestmentNews
Kelly Smith
Managing Director, Charles Schwab, Advisor Services
Premier Sponsors:
Advisor Group
Allianz Global Investors
AXA
Charles Schwab
FlexShares®
Great-West Financial
Northern Trust Asset Management
TD Ameritrade
Supporting Sponsors:
Lincoln Financial Network
Live Oak Bank
MFS Investment Management
Pax World
SagePoint Financial
United Planners