SESSIONS ON DEMAND

Opening Remarks and Keynote: Clone your clients!

Speakers:

Liz Skinner. Special Projects Editor. InvestmentNews.

Christine Shaw. CEO. InvestmentNews.

Robyn Crane. Business Growth Expert For Female Financial Professionals. Host: The Financial G-Spot.

Panel: Reaching specific segments of women & wealth market

 

Speakers:

Marci Bair. President. Bair Financial Planning.

Kim Bourne CPA, CFP. Managing Director. Playfair Planning.

Sylvia Guinan. Financial Advisor. Wells Fargo Advisors.

Mary Jovanovich. Senior Manager, Relationship Management. Schwab Charitable Fund.

Nicole Casperson. FinTech reporter. InvestmentNews..

Panel: Growing your business by hiring the right advisers

 

Speakers:

Jennifer Bacarella. Director Firm Development. SPS Family.

Allison Blake. COO. WorthPointe.

Marianela Collado. CEO. Tobias Financial Advisors.

Liz Skinner. Special Projects Editor. InvestmentNews.

Panel: Supporting women clients looking for ESG and impact investments

 

Speakers:

Ivy Jack. Head of Equity Research. NorthStar Asset Management.

Liesel Pritzker Simmons. Co-Founder and Principal. Blue Haven Initiative.

Phuong Luong. Adasina Social Capital. Investment Strategist.

Nathalie Wallace. Head of ESG Strategy and Development. Mirova, an affiliate of Natixis Investment Managers.

Liz Skinner. Special Projects Editor. InvestmentNews.

Panel: Expand your offerings and grow your practice with commission-free annuities

 

Speakers:

Nola Kulig, CFA, CFP. Financial Advisor. Kulig Financial Advisors.

Stefanie Porter. Senior Advisory Consultant. Pacific Life.

Heather Rosato. CMO. DPL.

Shannon Stone. CFP and Client Advisor. DHR.

Mary Beth Franklin. Contributing Editor. InvestmentNews.

Keynote: Longevity planning

 

Speakers:

Joseph Coughlin. Director. MIT AgeLab.

Liz Skinner. Special Projects Editor. InvestmentNews.

Closing Presentation: Maximizing social security and medicare with an eye on new changes ahead

SPEAKER:

Mary Beth Franklin

Contributing Editor

InvestmentNews