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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

Thursday, November 20, 2014

8:15 a.m. - 8:25 a.m.
Welcome Remarks from the Conference Chair
Rachel F. Elson, Editor-in-Chief, FINANCIAL PLANNING
8:25 a.m. - 8:50 a.m
Opening Keynote: Paving a Path Toward Success
Erica McGinnis, President and CEO, ADVISOR GROUP
8:50 a.m. - 9:40 a.m.
Leveraging Social Media for Sustained Success
Lynn Ballou, EA, CFP, Managing Director, BALLOU PLUM WEALTH ADVISORS, LLC
Marilyn Plum, CFP, Director of Portfolio Management, BALLOU PLUM WEALTH ADVISORS, LLC
9:40 a.m. - 10:30 a.m.
Stop Talking About Money: Having the Conversations Your Clients Need
Kate Holmes, CFP, Founder, BELMORE FINANCIAL LLC
10:30 a.m. - 11:00 a.m.
11:00 a.m. - 11:45 a.m.
Creating Effective Compensation Plans
Kelli Cruz, Founder & Managing Director, CRUZ CONSULTING GROUP
11:45 a.m. - 12:35 p.m.
General Session
Mary Brooks, INTEGRE WEALTH MANAGEMENT (RAYMOND JAMES)
Maggie O'Hearn, INTEGRE WEALTH MANAGEMENT (RAYMOND JAMES)
12:35 p.m. - 1:35 p.m.
1:35 p.m. - 2:25 p.m.
Understanding and Engaging With Next Gen Affluent Investors
Darla Sipolt, Regional Director, Institutional Sales, TD AMERITRADE
2:25 p.m. - 3:15 p.m.
Making More Room for Women in the Financial Planning Profession
Session Leader: Eleanor Blayney, CFP, CFP Board Consumer Advocate, CFP BOARD
Session Leader: Marilyn Mohrman-Gillis, Managing Director, Public Policy and Communications, CFP BOARD
3:15 p.m. - 3:35 p.m.
3:35 p.m. - 4:25 p.m.
Funding Philanthropy With Complex Assets—CE Credit Available
Karla DAlleva Valas, Managing Director, Complex Asset Group, FIDELITY CHARITABLE
4:25 p.m. - 5:15 p.m.
Investing in Wine as an Alternative or Additional Strategy
Jennifer Williams-Bulkeley, Managing Partner, AOC INVESTMENT ADVISORS
5:15 p.m. - 6:15 p.m.