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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

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Location

Western Galleria Dallas

The Westin Galleria Dallas
13340 Dallas Parkway,
Dallas, TX 75240

Thursday, May 30, 2013

9:00 AM - 9:10 AM
Welcome Remarks from the Conference Chair
Rachel F. Elson, Executive Editor, FINANCIAL PLANNING
9:10 AM - 10:00 AM
Can We Talk?—CE Credit Available
Deena Katz, CFP, LHD, Associate Professor, TEXAS TECH UNIVERSITY, DEPARTMENT OF PERSONAL FINANCIAL PLANNING
10:00 AM - 10:50 AM
Women in Transition: Overcoming the Implementation Impasse—CE Credit Available
Joy Kirsch, CFP, CEO of Life Changing Events, KIRSCH & ASSOCIATES
10:50 AM - 11:20 AM
11:20 AM - 12:10 PM
Planning for Succession is Successful Planning—CE Credit Available
Moderator: Kelli Cruz, Founder & Managing Director, CRUZ CONSULTING GROUP
Panelists: Janet Briaud, CFP, President and Chief Investment Officer, BRIAUD FINANCIAL ADVISORS
Panelist: Natalie Briaud Pine, CFP, Chief Operating Officer, BRIAUD FINANCIAL ADVISORS
Panelist: Marie Moore, CPM, Executive Director and Financial Advisor, THE MOORE GROUP AT MORGAN STANLEY
Debra Brennan Tagg, Managing Director, BRENNAN FINANCIAL ADVISORS
1:10 PM - 1:45 PM
General Session
Kristin North, Strategic Relationship Manager, TD AMERITRADE INSTITUTIONAL
1:45 PM - 2:30 PM
Funding Philanthropy With Complex Assets—CE Credit Available
Karla DAlleva Valas, Managing Director, Complex Asset Group, FIDELITY CHARITABLE
3:00 PM - 3:50 PM
Women, CFP® Certification and the Future of Financial Planning
Panelist: Marilyn Mohrman-Gillis, Managing Director, Public Policy and Communications, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Panelist: Eleanor Blayney, CFP, Consumer Advocate, CFP BOARD
3:50 PM - 4:50 PM
The Deck is Stacked in Your Favor
Panelist: Kelly Rigas, Managing Director, KR WEALTH MANAGEMENT GROUP
Panelist: Hillary Higgins, Wealth Strategist, KR WEALTH MANAGEMENT GROUP
5:00 PM - 6:00 PM