Advisory Board

We would like to say thank you to our esteemed advisory board:

Marion Asnes, President, Idea Refinery

Beth Blecker, CEO, Eastern Planning

Eleanor Blayney, Consumer Advocate, CFP Board

Lazetta Rainey Braxton, MBA, CFP, Founder & CEO, Financial Fountains, LLC

Marie Dzanis, CIMA, SVP and Head of Intermediary Distribution, Northern Trust

Heather Ettinger, Managing Partner, Fairport Asset Management

Tish Gray, CRPC, Private Wealth Manager, Sagemark Consulting

Anne Mino, Enterprise Program Manager, Live Oak Bank

Rita Robbins, President, Affiliated Advisors, Inc.

Diane Young, President, The Athena Group

Testimonials

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2018 Locations

Chicago | Boston | Denver | San Francisco

 


CHICAGO: May 2

Location:
The Westin Chicago River North
320 N Dearborn St, Chicago, IL 60654
(312) 744-1900
http://www.westinchicago.com
* We have a limited room block reserved at The Westin Chicago River North under InvestmentNews. The rate is $276 per night. Please call the hotel to book your reservation.

BOSTON: July 10

Location:
The Colonnade Hotel
120 Huntington Ave, Boston, MA 02116
(617) 424-7000
https://www.colonnadehotel.com
* We have a limited room block reserved at The Colonnade Hotel under InvestmentNews. The rate is $299 per night. Please call the hotel to book your reservation.

DENVER: September 13

Location:
The Westin Denver Downtown
1672 Lawrence St, Denver, CO 80202
(303) 572-9100
http://www.westindenverdowntown.com
* We have a limited room block reserved at The Westin Downtown Denver under InvestmentNews. The rate is $249 per night. Please call the hotel to book your reservation.

SAN FRANCISCO: October 23

Location:
JW Marriott San Francisco Union Square
515 Mason St, San Francisco, CA 94102
(415) 771-8600
http://www.marriott.com/hotels
* We have a limited room block reserved at The JW Marriott San Francisco under InvestmentNews. The rate is $389 per night. Please call the hotel to book your reservation.

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Check out the latest #GadgetGirl episode with @redtaildavid from @RedtailCRM https://t.co/3sGLfxycIj Stackheads wer… https://t.co/sdXnh11mEoTuesday, Nov 21, 2017 1:31PM @eventsFromIN What have advisers learned at #SchwabIMPACT? Chad from @PacificCap talks about his experience. @orionadvisor https://t.co/H3h7PhqwLmThursday, Nov 16, 2017 4:56PM @eventsFromIN How did Shirl Penney get started in the financial services industry? @DynastyFP @orionadvisor #SchwabIMPACT https://t.co/DoBwY8EIg1Thursday, Nov 16, 2017 4:49PM @eventsFromIN