Women Adviser Summit 2018 - San Francisco | Investment News | 23 October 2018 | JW Marriott Union Square, 515 Mason St, San Francisco, CA 94102, 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

List of Events:
• May 2, 2018 - Chicago
• July 10, 2018 - Boston
• September 13, 2018 - Denver
• October 23, 2018 - San Francisco

2018 Speakers

Jennifer Bacarella
Director of Firm Development, Sigma Financial Corp.

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

Cameron Barsness
Principal, Kutscher Benner Barsness & Stevens, Inc.

Hannah Buschbom
Co-Founder, The W Source™

Sonya Dreizler
Founder and Consultant, Solutions With Sonya

Theresa Gralinski
Director of Marketing, InvestmentNews

Renee Hamlen
Vice President, Retail Annuity Marketing, New York Life

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, Inc.

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

Kim Laughton
President, Schwab Charitable

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

Suzanne Siracuse
CEO/Publisher, InvestmentNews

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

Kristi Straw
Wealth Management Advisor, U.S. Bancorp Investments

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

Christina Townsend
Director, Pershing Advisor Solutions, a BNY Mellon company

Amy Webber
President and CEO, Cambridge Investment Research, Inc.

2018 Sponsors

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

SUPPORTING:
• Advisor Group
• AssetMark
• FlexShares®
• HighTower
• Live Oak Bank
• MFS Investment Management
• Orion Advisor Services, LLC
• The W Source™

COCKTAIL RECEPTION AND PREMIER SPONSOR:
• OppenheimerFunds