Join us on

Sponsors

EVENT SPONSOR









PODCAST SPONSORS



Conference Agenda

Wednesday, December 8, 2010

10:00 AM -
Registration Opens
10:30 AM - 11:30 AM
Interactive Working Session: Master Your Money Mindset
Kathleen Burns Kingsbury, LMHC, CPCC, Wealth Psychology Expert, PRINCIPAL, KBK WEALTH CONNECTION & AUTHOR, CREATING WEALTH FROM THE INSIDE OUT WORKBOOK
11:45 AM - 12:00
Doors Open for Lunch: Welcome Remarks
Frances A. McMorris, Editor in Chief, ON WALL STREET
12:00 PM - 1:15 PM
Luncheon Keynote: Life Happens: Practice What You Preach Advisors
Kim Michel, CEO, MICHEL FINANCIAL GROUP, A MEMBER OF THE MASSMUTUAL FINANCIAL GROUP
1:15 PM - 1:30 PM
Networking Break at Exhibits
1:30 PM - 2:25 PM
Keynote Address: Woman’s Work: Redefining the American Dream
Esther Stearns, President & Chief Operating Officer, LPL FINANCIAL
2:25 PM - 3:15 PM
Panel Discussion: Advisor Strategies for Women in Philanthropy
Moderator: Frances McMorris, Editor in Chief, ON WALL STREET
Panelist: Julia Gordon, Relationship Manager, SCHWAB CHARITABLE™
Panelist: Annie Hildreth, Vice President, FIDELITY® CHARITABLE GIFT FUND
Panelist: Ellen Sloan, Senior Philanthropic Advisor, Philanthropic Management, BANK OF AMERICA MERRILL LYNCH & BOARD MEMBER OF WOMEN’S FOUNDATION OF CALIFORNIA- LOS ANGELES
3:15 PM - 3:35 PM
Afternoon Networking Break
3:30 PM - 3:55 PM
Speed Networking Meetings
4:00 PM - 4:50 PM
Advisor Recruiting: Wirehouse and Independent Snapshot of Recent Changes and a Look at Your Options
Jodi L. Perry, Regional Director & Vice President, RAYMOND JAMES FINANCIAL SERVICES
Julianne Wasserman, Vice President & Senior Financial Advisor Recruiter, MICHAEL WASSERMAN & ASSOCIATES
4:50 PM - 5:45 PM
Panel Discussion: Rainmaker Secrets: Techniques that Bring in Business
Moderator: Frances McMorris, Editor in Chief, ON WALL STREET
Panelist: Michelle R. Alberda CFP®, CLU®, Senior Financial Advisor, AMERIPRISE FINANCIAL
Panelist: Nadia Allaudin, CIMA®, Resident Director, SVP and Financial Advisor, MERRILL LYNCH
Panelist: Denise Villanueva, Managing Director, AMERICAN FINANCIAL NETWORK
Panelist: Cheryl Young CFP®, ChFC®, Financial Advisor, RJFS, RAYMOND JAMES FINANCIAL SERVICES, INC. & CEO OF YOUNG & ASSOCIATES
5:45 PM - 7:00 PM
Cocktail Networking Reception & Closing Keynote Presentation: Mentoring: What’s in it for Top Advisors?
Clara Sierra, EVP, Director of Strategic Alliances, SENTINEL INVESTMENTS
7:00 PM -
Conference Concludes