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For nearly four years, the Women Adviser Summit has hosted over 1,000 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

 


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

Get map and directions


Speakers

Colleen Bell

First Vice President Fiduciary Services, Cambridge Investment Research, Inc.

Amy Florian

CEO, Corgenius

Mary Beth Franklin, CFP®

Contributing Editor, InvestmentNews

Michelle Brennan Hall

Founder & Wealth Advisor, Brennan Wealth Advisors

Susan Kay

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

Maureen Kerrigan

Senior Vice President, Financial Adviser, RBC Wealth Management

Michelle Lynch

Vice President, Raymond James Network for Women Advisors

Clara Shih

CEO and Founder, Hearsay Systems

Amy Webber

President and CEO, Cambridge Investment Research, Inc.

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Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the conference.

Do you think your firm is a best place to work? Nominate it here. https://t.co/JYg5KQDAAA #InbestplacesThursday, Aug 17, 2017 11:46AM @eventsFromIN Don't miss today's webcast @ 4pm ET! An Adviser's Guide to Developing NextGen Talent https://t.co/zpUIBVfDwkTuesday, Aug 01, 2017 11:28AM @eventsFromIN Is your firm the best place to work? Nominate it! You just might find it on the winners list. https://t.co/MMNr2jfjy1 #INbestplacesThursday, Jul 27, 2017 10:00AM @eventsFromIN