Event Location

Wednesday, May 26, 2010

11:30 AM - 12:30 PM
12:30 p.m. - 1:45 p.m.
2:00 PM - 3:00 PM
Keynote Presentation
Deborah McWhinney, President, Citi Personal Wealth Management, CITIGROUP
3:00 PM - 3:45 PM
Panel Discussion: Secrets of Rainmakers
Alyssa Moeder, CFP, Senior Vice President – Investments, MERRILL LYNCH
Geri Eisenman Pell, CFP, MBA, Private Wealth Advisor, President, PELL WEALTH PARTNERS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC
Margaret C. Starner, CFP®, Senior Vice President, Financial Planning, STARNER GROUP OF RAYMOND JAMES & ASSOCIATES
Joan Valenti, CFP®, Financial Consultant, LPL FINANCIAL
Jaleigh White, Senior Vice President, Manager Director of Client Experience, Wealth Planning & Family Office Services, FIFTH THIRD
3:45 PM - 4:05 PM
4:05 PM - 4:45 PM
Industry Landscape: How Has it Changed and What Are Your Options?
Mindy Diamond, President & CEO, DIAMOND CONSULTANTS
Christine Baker, EVP, Business Development, J.W. COLE FINANCIAL, INC.; MEMBER FINRA/SIPC
4:45 PM - 5:30 PM
Panel Discussion: Reaching Higher Ground
Saly Glassman, Managing Director - Investments, Wealth Management Advisor, MERRILL LYNCH
Clara Sierra, EVP, Director of Strategic Alliances, SENTINEL INVESTMENTS
Cathy Weatherford, President & CEO, INSURED RETIREMENT INSTITUTE (IRI)
Monica L. Walker, CPA, Chief Executive Officer - Chief Investment Officer – Equity, HOLLAND CAPITAL MANAGEMENT
Joni Youngwirth, Managing Principal, Practice Management, COMMONWEALTH FINANCIAL NETWORK
5:30 PM - 6:30 PM
Networking Cocktail Reception - Closing Keynote Presentation
Valerie Brown, Chief Executive Officer, CETERA FINANCIAL GROUP