2013 Sponsors

Travel/Venue Info

Tuesday, October 29, 2013

8:45 a.m. -
Opening remarks from Conference Chair
Rachel F. Elson, Executive Editor, FINANCIAL PLANNING
8:55 a.m. - 9:45 a.m.
9:45 a.m. - 10:20 a.m.
An Advisor’s Story–Making an Impact on Today’s Modern Family
Susan A. Riley-Hayes, CRPC, Private Wealth Advisor, HIGHPOINTE WEALTH ADVISORS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC.
10:20 a.m. - 10:50 a.m.
10:50 a.m. - 11:40 a.m.
Best Practices for Advisors with Aging Senior Clients -- 1 CE Credit
Connie Stone, CFP, President, STEPPING STONE FINANCIAL INC.
11:40 a.m. - 12:30 p.m.
12:30 p.m. - 1:45 p.m.
Birds of a Feather Networking Luncheon
Session Leader: Ann Linton, President, CHICAGO FINANCIAL WOMEN
1:45 p.m. - 2:20 p.m.
Best Practices: Building and Expanding Your Network
Ann Linton, President, CHICAGO FINANCIAL WOMEN
2:20 p.m. - 2:55 p.m.
Keynote: Leading the Pack—How Women Drive Success in the Industry
Sharon Oberlander, Managing DirectoróWealth Management, OBERLANDER GROUP, MERRILL LYNCH
2:55 p.m. - 3:25 p.m.
3:25 p.m. - 4:00 p.m.
Creating Client Advocates
Stacie Giddings, VP, Institutional Sales, TD AMERITRADE
4:00 p.m. - 5:00 p.m.
Women, Widows and Wealth -- 1 CE Credit
Cindy Conger, CPA, CFP, President, CONGER WEALTH MANAGEMENT
5:00 p.m. - 6:00 p.m.