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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

Wednesday, May 21, 2014

9:00 a.m. - 9:10 a.m.
Welcome Remarks from the Conference Chair
Ann Marsh, Senior Editor, FINANCIAL PLANNING
9:10 a.m. - 9:40 a.m.
On Charitable Giving
Paula Feinberg, Financial Advisor and SVP, Investments, RAYMOND JAMES & ASSOCIATES
9:40 a.m. - 10:15 a.m.
Keynote
Catherine Cuellar, Executive Director, DALLAS ARTS FOUNDATION
10:15 a.m. - 10:45 a.m.
10:45 a.m. - 11:35 a.m.
Estate Planning and Long-Term Care—CE Credit
Suzanne Fitzgerald, Principal Advisor, FITZGERALD WEALTH STRATEGIES
11:35 a.m. - 12:25 p.m.
Managing Millennials—CE Credit
Brandon Moss, Managing Director, UNITED CAPITAL PRIVATE WEALTH COUNSELING
12:25 p.m. - 1:40 p.m.
1:40 p.m. - 2:15 p.m.
Take High-Impact Events to the Next Level
Janelle Ward, Strategic Relationship Consultant, TD AMERITRADE
2:15 p.m. - 3:05 p.m.
The New Retirement Frontier—CE Credit
Debra Brennan Tagg, Managing Director, BRENNAN FINANCIAL ADVISORS
3:25 p.m. - 4:10 p.m.
Best Practices in Compliance
Alyssa Meyer, Vice President, Director of Compliance, RAYMOND JAMES FINANCIAL SERVICES INC.
4:10 p.m. - 5:00 p.m.
A Quick Look at Alternative Investment Strategies—CE Credit
Bill Kassul, Partner, RANGER SPECIALTY INCOME FUND
5:05 p.m. - 6:05 p.m.