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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

Tuesday, June 10, 2014

8:30 a.m. - 8:40 a.m.
Welcome Remarks from the Conference Chair
Rachel F. Elson, Editor-in-Chief, FINANCIAL PLANNING
8:40 a.m. - 9:10 a.m.
Keynote
Sallie Krawcheck, Business Leader, ELLEVATE (FORMERLY 85 BROADS)
9:10 a.m. - 10:00 a.m.
A Quick Look at Alternative Investment Strategies—CE Credit
Nancy Harrison, Senior Fine Art Specialist, FINE ART ASSET MANAGEMENT
Morgan Parkes, Director of Business Development and Investor Relations, EAGLEWOOD CAPITAL MANAGEMENT
10:00 a.m. - 10:20 a.m.
10:20 a.m. - 10:55 a.m.
Perspectives on Succession: An Inside View
Co-presenter: Sarah Boston, Financial Advisor, Co-Branch Manager, RAYMOND JAMES FINANCIAL SERVICES, INC.
Co-presenter: Sarah Cray, Assistant Vice President, Manager of Succession Planning and Acquisitions, RAYMOND JAMES FINANCIAL SERVICES, INC.
10:55 a.m. - 11:45 a.m.
Funding Philanthropy With Complex Assets--CE Credit
Karla DAlleva Valas, Managing Director, Complex Asset Group, FIDELITY CHARITABLE
11:45 a.m. - 12:20 p.m.
Embracing Change—Refreshing Your Brand to Stay Competitive
Leasha Flammio-Watson, CFP, Private Wealth Advisor, FLAMMIO FINANCIAL GROUP, AN AMERIPRISE PRIVATE WEALTH ADVISORY PRACTICE
12:20 p.m. - 1:20 p.m.
1:20 p.m. - 1:55 p.m.
Understanding and Engaging With Next Gen Affluent Investors
Kelly Jobe, Strategic Relationship Manager, TD AMERITRADE
1:55 p.m. - 2:40 p.m.
The Female Trifecta: Triple Your Business With 3 Easy Steps
Adri Miller-Heckman, President, ADRI MILLER CONSULTING
2:40 p.m. - 3:30 p.m.
Breakout A: Female Trifecta Workshop—Write your Story
Adri Miller-Heckman, President, ADRI MILLER CONSULTING
2:40 p.m. - 3:30 p.m.
Breakout B: Power of the Purse—Female Investors and Global Opportunities in the Financial Sector—CE Credit
Andrea Turner Moffitt, Senior Vice President, Managing Director, CENTER FOR TALENT INNOVATION
3:55 p.m. - 4:45 p.m.
Breakout A: What the Evolution of Recessions Means for Your Clients—CE Credit
Polina Vlasenko, Ph.D., Senior Research Fellow, AMERICAN INSTITUTE FOR ECONOMIC RESEARCH
3:55 p.m. - 4:45 p.m.
Breakout B: Impact Investing—CE Credit
Barbara Wolf, Senior Financial Advisors, ABACUS WEALTH PARTNERS