2013 Sponsors

Travel/Venue Info


Island Hotel Newport Beach
690 Newport Center Drive
Newport Beach, CA 92660

More Info >>

Thursday, November 14, 2013

9:00 a.m. -
Opening remarks from the Conference Chair
Ann Marsh, Senior Editor, FINANCIAL PLANNING
9:10 a.m. - 10:00 a.m.
Engaging Women: It’s a Business Issue, Not a Gender Issue
Laura Kogen, Vice President, Practice Management & Consulting, FIDELITY INSTITUTIONAL WEALTH SERVICES
10:00 a.m. - 10:35 a.m.
Keynote: Have an Impact—Secrets to a Successful Career in the Industry
Mary Owens, CPA, MS, Principal / President of Investments, OWENS ESTATE AND WEALTH STRATEGIES GROUP
11:05 a.m. - 11:55 a.m.
Advising Married Same-Sex Couples After the End of DOMA: Five Important Topics for Review
Carol Grosvenor, CFP, Financial Advisor, CG FINANCIAL SERVICES
11:55 a.m. - 12:30 p.m.
Standing Apart in a Crowd
Darla Sipolt, Regional Director, Institutional Sales, TD AMERITRADE
12:30 p.m. - 1:45 p.m.
Birds of a Feather Luncheon
Candace Bahr, CEA, CDFA, Managing Partner; Co-founder, BAHR INVESTMENT GROUP; WIFE.ORG
Ginita Wall, CPA, CFP, CDFA, Director, WIFE.ORG
1:45 p.m. - 2:20 p.m.
Best Practices for Building Your Network
Candace Bahr, CEA, CDFA, Managing Partner; Co-founder, BAHR INVESTMENT GROUP; WIFE.ORG
Ginita Wall, CPA, CFP, CDFA, Director, WIFE.ORG
2:20 p.m. - 3:10 p.m.
Helping Your Clients Cope With Today's Economy
Natalia Smirnova, Assistant Director of Research and Education, AMERICAN INSTITUTE FOR ECONOMIC RESEARCH
3:10 p.m. - 3:35 p.m.
3:35 p.m. - 4:25 p.m.
Diversifying Portfolios with P2P Lending: What You Need to Know
Ron Suber, Head of Global Institutional Sales, PROSPER MARKETPLACE
4:25 p.m. - 5:15 p.m.
Ready for PREtirement: 3 Secrets for Safe Money and a Fabulous Future
Kris Miller, Estate Planning Expert and Safe Money Strategist
5:15 p.m. - 6:15 p.m.