2018 Agenda

Boston: July 10, 2018

7:45am – 8:30am

Registration and breakfast

8:35am – 8:45am

Opening remarks

Suzanne Siracuse, VP/Publisher, InvestmentNews

8:45am – 9:30am

Is your client’s gender costing her a fortune? How to empower women to break money silence and acquire more wealth

Despite women’s rising economic power, many female clients face financial discrimination. The gender wage gap, the lack of funding for women entrepreneurs, and the “pink tax” levied on many products and services makes it challenging for these clients to accumulate wealth at the same rate as their male counterparts.

Learn why the cost of money silence is especially high for women, the price women (and their families) pay for money silence, common myths about gender and money that hurt clients (and the financial services industry) as well as practical strategies for teaching women how to engage in wealth conversations at home and at work.


Kathleen Burns Kingsbury, Wealth Psychology Expert, Author and Founder, KBK Wealth Connection

9:35am – 10:20am

Growth strategies: How to supercharge your business and define your unique value

From networking circles and hosting unique events, to writing books and specializing in niche client segments, female financial advisers are finding authentic and rewarding ways to attract new clients and grow their businesses.

Come away with practical strategies that will inspire you to take your practice to the next level. Be prepared for multiple "aha" moments.


Hannah Buschbom, Partner, Ameriflex Financial Services

Joni Youngwirth, Managing Principal, Practice Management, Commonwealth Financial Network

10:20am – 10:35am

Networking break

10:35am – 11:15am

Why Social Security is crucial to women

Social Security plays a crucial role in providing retirement security for women who represent more than half of the program’s beneficiaries. Today, more women work, pay Social Security taxes and earn credit towards their own monthly retirement income than any other time in history. But because of their longer lives and often circuitous career paths that can result in smaller Social Security benefits and reduced retirement savings, women face greater economic challenges than men. Learn how the recent changes to Social Security claiming rules affect your female clients--whether they are single, married, divorced or widowed--and how to maximize their lifetime benefits.


Mary Beth Franklin, CFP, Contributing Editor, InvestmentNews

11:20am – 12:05pm

Understanding—and implementing—the business case for diversity and inclusion

Embracing workplace diversity and inclusion is not only the right thing to do ethically, it’s also a smart practice that now, more than ever, is a key component to growth and success. Delving into recruitment, training, culture and communication, this panel will address the challenge of creating an environment that allows people to bring their true selves to the job, regardless of ethnicity, gender, age, disability or sexual orientation.


Kate Healy, Managing Director, Generation Next, TD Ameritrade Institutional


Jocelyn Wright, State Farm Chair for Women and Financial Services, Assistant Professor of Women's Studies

12:05pm – 1:05pm

Networking lunch

1:05pm – 2:20pm

Your brilliant difference: Understand how the world sees you and uncover your natural power of persuasion

Every personality has a specific advantage that is most likely to impress and influence the person sitting on the other side of the table. Using the Fascination Personality Test this interactive session will help you understand your most powerful attributes, what makes you valuable to others and how to confidently translate this into making authentic, brilliant impressions.


Finka Jerkovic, Leadership Empowerment Coach, Personal Development Mentor, FINKA Communications, Inc.

2:20pm – 2:35pm

Networking break

4:50pm – 5:00pm

Closing remarks

Suzanne Siracuse, VP/Publisher, InvestmentNews

5:00pm – 6:15pm

Cocktail reception

*Agenda subject to change.


Sponsored by

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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!

2018 Locations

Chicago | Boston | Denver | San Francisco


BOSTON: July 10

The Colonnade Hotel
120 Huntington Ave, Boston, MA 02116
(617) 424-7000
* We have a limited room block reserved at The Colonnade Hotel under InvestmentNews. The rate is $299 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.

DENVER: September 13

The Westin Denver Downtown
1672 Lawrence St, Denver, CO 80202
(303) 572-9100
* We have a limited room block reserved at The Westin Downtown Denver under InvestmentNews. The rate is $249 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.


JW Marriott San Francisco Union Square
515 Mason St, San Francisco, CA 94102
(415) 771-8600
* 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.


The Westin Chicago River North
320 N Dearborn St, Chicago, IL 60654
(312) 744-1900
* 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 charles@synaxismeetings.com for assistance.

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