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For nearly four years, the Women Adviser Summit has hosted over 700 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!

Women Adviser Summit

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

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2017 Locations

San Francisco

 


BOSTON: July 11

    SOLD OUT

The Langham Boston

250 Franklin St

Boston, MA 02110

Tel: (617) 451-1900

A dedicated room block has been reserved for guests at a special negotiated rate of $375. A limited number of rooms at this rate are available on a first-come, first-served basis.

Please call the Langham Boston’s reservations department directly at (617) 451-1900 Monday through Friday 8 am to 6 pm and Saturday 10 am to 6 pm to make your hotel reservation. Should you experience any difficulty making reservations please contact our hotel conference services manager, Brianna Fries, at (617) 422-5149 or via e-mail at Brianna.Fries@langhamhotels.com.

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SAN FRANCISCO: November 9

JW Marriott San Francisco Union Square

515 Mason Street

San Francisco, CA 94102

Tel: (415) 771-8600

A dedicated room block has been reserved at the JW Marriott for our guests at a special negotiated rate of $309 for the night of Wednesday, November 8th and $279 for the nights of Thursday, November 9th and Friday, November 10th. This rate is available until October 2, 2017. Rooms are available on a first-come, first-served basis.

***PLEASE NOTE that due to a citywide convention in San Francisco, hotel room availability in the city is extremely tight over our dates. You are encouraged to make your hotel reservations as soon as possible.

Please click HERE to make your hotel reservation.

If you should encounter any difficulty making a reservation at the Westin, please contact Charles Chan Massey at charles@synaxismeetings.com

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Speakers

Amy Florian

CEO, Corgenius

Mary Beth Franklin, CFP®

Contributing Editor, InvestmentNews

Susan Kay

Vice President and Director of Business Development, MFS Fund Distributors, Inc.

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Shoutout to @laserfiche for running #GadgetGirl on the big screen at #PershingINSITE 👍🏻 https://t.co/kHpSCj7OrSWednesday, Jun 14, 2017 7:28PM @eventsFromIN Check out the latest #GadgetGirl episode: The case of democratizing retirement @AaronSchumm @Vestwell… https://t.co/6VCxhQnFifMonday, Jun 12, 2017 11:00AM @eventsFromIN Love having @rchusker on set to talk about the $41 trillion opportunity & how advisers can take advantage… https://t.co/I2NLBamYniThursday, Jun 01, 2017 3:35PM @eventsFromIN