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This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn

Location

Hilton Hotel Midtown

New York Hilton Midtown
1335 Avenue of the Americas,
New York, New York, 10019

Wednesday, May 15, 2013

8:30 AM - 8:35 AM
Welcome Remarks from the Conference Chair
Lorie Konish, Managing Editor, ON WALL STREET
8:35 AM - 9:25 AM
Behavioral Finance in Action: A Tale of Two Minds – and Two Genders? —CE Credit Available
Cathy Smith, Director, Center for Behavioral Research, ALLIANZ GLOBAL INVESTORS
9:25 AM - 10:15 AM
Why Parity Matters to Investors--CE Credit Available
Eve Ellis, CFP, Portfolio Manager, The Parity Portfolio, THE MATTERHORN GROUP AT MORGAN STANLEY
10:15 AM - 10:45 AM
10:45 AM - 11:35 AM
The 30% Solution
Kim Guimond Dellarocca, Director, PERSHING, A BNY MELLON COMPANY
11:35 AM - 12:10 PM
Making the Most of Technology to Delight Clients in a Multi-Screen World
Cynthia Stephens, Vice President Marketing, BYALLACCOUNTS
12:10 PM - 12:55 PM
Luncheon Keynote: The Value of CFP® Certification— Building Your Future by Helping Others Build Theirs
Nancy Kistner, Chair, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
12:55 PM - 1:30 PM
Standing Apart in a Crowd
Christine Gaze, Director of Practice Management, TD AMERITRADE INSTITUTIONAL
1:30 PM - 2:20 PM
Traditional Advice for Nontraditional Families--CE Credit Available
Lorie Konish, Managing Editor, ON WALL STREET
Panelist: Jennifer Hatch, CFP, Managing Partner, CHRISTOPHER STREET FINANCIAL
Panelist: Stacy Francis, President, FRANCIS FINANCIAL, INC.
2:40 PM - 3:15 PM
Practice Acquisition for Quantum Growth
Geri Eisenman Pell, CFP, MBA, Private Wealth Advisor, President, PELL WEALTH PARTNERS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC
3:15 PM - 4:00 PM
Leverage Your Independence
Mindy Diamond, President & CEO, DIAMOND CONSULTANTS
Panelist: Michelle Smith, CEO, SOURCE FINANCIAL ADVISORS
4:05 PM - 5:00 PM