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For over five years, the Women Adviser Summit has hosted thousands of 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!

The InvestmentNews WOMEN ADVISER SUMMITS

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop now held in six cities due to popular demand, 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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Testimonials

CE Credits

Approved for 4 CE Credits by the CFP Board. Approved by Investments & Wealth Institute for 4 credits towards the CIMA® and CPWA® certifications.

Speakers

Jennifer Bacarella

Director of Firm Development, Sigma Financial Corp.

Colleen Bell

Senior Vice President, Fiduciary Services, Chief Fiduciary Services Officer, Cambridge Investment Group

April Booth

Chief Operating Officer, TAG Advisors

Tammy Butts

Regional Executive Vice President and Branch Manager, AXA Advisors

Karen Cashen

Vice President of Marketing, Schwab Advisor Services

Mary Beth Franklin, CFP®

Contributing Editor, InvestmentNews

Julie Gorte, Ph.D.

Senior Vice President for Sustainable Investing, Impax Asset Management LLC and Pax World Funds

Theresa Gralinski

Director of Marketing, InvestmentNews

Kate Healy

Managing Director, Generation Next, TD Ameritrade

Susan Kay

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

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When technology can fade into the background it is truly innovative hear more from @AaronKlein about why.… https://t.co/ljpMEpUifzThursday, Apr 18, 2019 7:56PM @eventsFromIN Innovation can be magical Theresa Gralinski from InvestmentNews tells us why #innovateIN @Pershing https://t.co/wLjPgBEiyvThursday, Apr 18, 2019 7:47PM @eventsFromIN Innovation is always finding a way to do things better, @SherylRowling tells us where we can find inspiration… https://t.co/Xm8zfbs600Thursday, Apr 18, 2019 7:29PM @eventsFromIN
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