Agenda

Subject to Change

Registration and Continental Breakfast
8:00 AM  to  9:00 AM
Opening Remarks
9:00 AM  to  9:10 AM
Speaker:
Christine Shaw. CEO. InvestmentNews.
Keynote: Plan, Grow and Protect your Clients’ Assets through Life-Altering Events
9:10 AM  to  9:40 AM

Using what we've learned over the past 2 years in dealing with life-altering events: Financial Wealth for Widows; Blended Families; the setback in gender pay equity with 2.3 million women leaving the workforce so savings are down.  Stacy has created resource guides to help prepare clients financially and shepherd them through any legal matters, while also providing tools to allow them to take care of themselves emotionally.    

Speakers:
Stacy Francis. President and CEO. Francis Financial, Inc..
Mary Beth Franklin. Contributing Editor. InvestmentNews.
Panel: High-impact, engaging communications for advisers
9:40 AM  to  10:20 AM

Whether communicating directly or through the media, learn the latest trends, tips and best practices on building a communications program that translates into positive results.

Speakers:
Jennifer Bacarella. Investment Advisor. Bokeh Financial..
Jody Lowe. President and Managing Director. The Lowe Group.
Kerry Ryan. Director, Industries Marketing - Financial Services. Salesforce.com.
Mary Beth Franklin. Contributing Editor. InvestmentNews.
Networking break
10:20 AM  to  10:35 AM
Panel: What's new in financial planning technology and advice (1 CE Credit Pending)
10:35 AM  to  11:25 AM

New financial planning products help eliminate emotional biases, cognitive errors, and lack of discipline to create flexible, adaptable plans.

Learning Objectives: The discussion will focus on:

  • Learn how streamlining financial plans for clients can affect your practice.
  • What technologies are helping advisers create customized plans for clients?
  • How are financial planning apps impacting client behavior?
Speakers:
Alva Fuller CFP®, EA. VP, Wealth Advisor. Farther Finance.
Sarah Rasmuss. Chief Product Officer. CircleBlack.
Lorraine Salvo, CFP®, CDFA®. Head of Financial Planning. Palisade Capital Management.
Mary Beth Franklin. Contributing Editor. InvestmentNews.
Panel: Growing your business
11:25 AM  to  12:15 PM
Speakers:
Sarah Baker. Senior Financial Planner. Mason Investment Advisory Services.
Eileen O' Connor. CEO & Co-Founder. Hemington Wealth Management.
Penny Phillips. President & Co-Founder. Journey Strategic Wealth.
Mary Beth Franklin. Contributing Editor. InvestmentNews.
Lunch and Networking
12:15 PM  to  1:15 PM
Panel: Recruiting NextGen and Return-to-the-Workforce Talent
1:15 PM  to  1:55 PM

Securing the next generation’s wealth will require a new crop of financial advisors. In this session, we discuss ways to attract a new, more diverse group of young people to the financial advisor profession, how to grow and diversity the market for financial planning and advice, and how to build investment plans that fit the financial needs and evolving goals of the younger generations.

Speakers:
Kristi Delongchamp. VP, Recruiting and Relationship Management. SPS Family.
Kathleen Godfrey. President. Godfrey Financial Associates Inc..
Dana L. Wilson. CEO and Founder. CHIP (Changing How Individuals Prosper).
Mary Beth Franklin. Contributing Editor. InvestmentNews.
CE Panel: Bringing Impact Investing and ESG investing into the mainstream (1 CE Credit Pending)
1:55 PM  to  2:45 PM

Hear the latest updates on Impact Investing and ESG and how advisers can prevent falling for "greenwashing".

Learning Objectives:

  • What are ESG and impact investors expecting beyond returns?
  • Which issues will motivate clients this year to align their values and their wealth?
  • On the regulation front, which ESG-related rules are likely to undergo the biggest changes?
Speakers:
Rachel Lojko. Head of Regional Sales, Americas. Refinitiv.
Haleh Moddasser. Partner & SVP. Stearns Financial Group.
Kacie Swartz CFP, CIMA. Senior Wealth Manager. Stone Wealth Management.
Beth P. Wahlig. Director of Socially Responsible Investing & Private Wealth Advisor. MRA Advisory Group.
Steve Lamb. . Co-host of the Impact Adventures Podcast. InvestmentNews.
Get Up and Move Your Feet! Break
2:45 PM  to  3:00 PM

Get up and get your feet moving to the exhilarating beat of Masala Bhangra! 

Speaker:
Sarina Jain. Founder. Masala Bhangra.
Panel: Expand your offerings and grow your practice with commission-free annuities (1 CE Credit Pending)
3:00 PM  to  3:50 PM

Hear from advisors who are using no-load annuities to differentiate their firms and deliver a more holistic client experience.

Learning Objectives:

  • Learn how to have a productive annuity conversation with your clients nearing and in retirement
  • Review why clients like guaranteed income and the academic economic and psychological research on annuity inclusion in a financial plan
  • Learn annuity strategies advisors are using to generate secure retirement income for clients in today’s market

 

Speakers:
Jennifer Huisking CFP, ChFC, RICP. Vice President. Goldman Sachs Personal Financial Management.
Phoebe Bush. Regional Director. Halo Investing.
Heather Kelly. SVP, Advisory & Strategic Accounts, EVP, Life Financial Services. Allianz Life Insurance Company of NA.
Mary Beth Franklin. Contributing Editor. InvestmentNews.
Legends of the IN Women Adviser Community
3:50 PM  to  4:40 PM

We've gathered several of our Women to Watch "legends" to discuss their "journeys" and what is keeping them passionate in today's changing world.

Speakers:
Elissa Buie. President/CEO. Yeske Buie.
Jacqueline Campbell. President and CEO. Alexander Legacy Private Wealth Management.
Rita Robbins. Founder and President. Affiliated Advisors.
Kate Healy. Board Chair. Foundation for Financial Planning.
Conference Wrap Up
4:40 PM  to  4:45 PM
Speaker:
Christine Shaw. CEO. InvestmentNews.
Cocktail reception
4:45 PM  to  5:45 PM