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
"It was great to walk into a summit that was not all men and a handful of women. Better yet, the women were all different ages."
"What I appreciated most, was that each session contained suggested actions that I can implement right away."
“…it has been a long time since I spent a whole day at a conference and walked away saying that it was worth my time to be there.”
“…lovely to be in a room of like-minded advisers who want to grow their practice in a positive, mindful way.”
For over five years, the Women Adviser Summit has hosted over 1,600 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!
Chicago | Boston | Denver | San Francisco
BOSTON: July 10
Location: The Colonnade Hotel120 Huntington Ave, Boston, MA 02116(617) 424-7000https://www.colonnadehotel.com*Our room block at the Colonnade has reached capacity. Please contact Charles Chan Massey at firstname.lastname@example.org if you need assistance with hotel reservations.
DENVER: September 13
Location: The Westin Denver Downtown1672 Lawrence St, Denver, CO 80202(303) 572-9100http://www.westindenverdowntown.com* We have a limited room block reserved at The Westin Downtown Denver under InvestmentNews. The rate is $249 per night. This rate is only available until August 29th. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.
SAN FRANCISCO: October 23
Location: JW Marriott San Francisco Union Square515 Mason St, San Francisco, CA 94102(415) 771-8600http://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 click here or call the hotel and mention “InvestmentNews” to book your reservation.
CHICAGO: May 2
Location:The Westin Chicago River North320 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 click here or call the hotel and mention “InvestmentNews” to book your reservation.
If you should encounter any difficulty making a reservation at any of the above hotels please contact Charles Chan Massey at email@example.com for assistance.