Women Adviser Summit 2018 - Denver | Investment News | 13 September 2018 | The Westin Downtown, 1672 Lawrence St, Denver, CO 80202, USA

For over five years, the Women Adviser Summit has hosted over 1,600 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. Join in on the experience.

The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, 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

2018 Speakers

Tony Barrett
Senior Vice President, Managing Director – Delaware Valley Complex Raymond James & Associates\

Lisa Sappenfield Boyer
Investment Advisor Representative and Owner, Boyer & Sappenfield Investment Advisors

Sheryl Brown
Director of Social Media Development, Sigma Financial Corporation and Parkland Securities

Hannah Buschbom
Co-Founder, The W Source

Martha Macken Elliott
Financial Advisor, Cetera Advisor Networks

Heather R. Ettinger
Founder, Luma Wealth Advisor

Sasha Franger
Director of Thought Leadership, Great-West Financial and Empower Retirement

Theresa Gralinski
Director of Marketing, InvestmentNews

Kate Healy
Managing Director, Generation Next, TD Ameritrade Institutional

Finka Jerkovic
Leadership Empowerment Coach, Personal Development Mentor, FINKA Communications Inc

Maz Kamaruddin, MBA
Head of Diversity Markets, AXA

Susan Kay
Vice President and Director of Business Development, MFS Fund Distributors

Kathleen Burns Kingsbury
Wealth Psychology Expert, Author and Founder, KBK Wealth Connection

Kathleen McQuiggan
Special Adviser on Gender Diversity, Center for Financial Planning Certified Financial Planner Board of Standards

Sacha Millstone
Senior Vice President, Investments, Millstone Evans Group of Raymond James & Associates

Suzanne Siracuse
Chief Executive Officer/Publisher, InvestmentNews

Margaret C. Starner
Senior Vice President, Financial Planner, Raymond James & Associates

Leslie Yambao Tabor
Managing Director – Advisor Services Business Consulting & Education, Charles Schwab & Co.

Michelle Thetford
Vice President Advisor Services Client Strategic Solutions, Charles Schwab

Amy Webber
President and Chief Executive Officer, Cambridge Investment Research, Inc.

James White
Head of Diversity & Inclusion, OppenheimerFunds

Haley Wilkes
Regional Vice President, New York Life

2018 Sponsors

PREMIER:
• AXA Advisors
• Cambridge Investment Group, Inc
• Cetera
• Great-West Financial
• New York Life Insurance Company
• Pershing
• Raymond James
• Schwab Advisor Services
• Sigma Financial Corporation/ Parkland Securities
• TD Ameritrade

SUPPORTING:
• FlexShares
• Live Oak Bank
• MFS Investment Management
• Orion Advisor Services

COCKTAIL RECEPTION & PREMIER:
• OppenheimerFunds