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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

CONFERENCE CHAIR

Rachel Elson Rachel F. Elson
Editor in Chief
Financial Planning
   

KEYNOTE SPEAKERS

Erica McGinnis Erica McGinnis
President and CEO
Advisor Group

FEATURED SPEAKERS

Lynn Ballou, EA, CFP Lynn Ballou, EA, CFP
Managing Director
Ballou Plum Wealth Advisors, LLC
Kelli Cruz Kelli Cruz
Founder & Managing Director
Cruz Consulting Group
Kate Holmes, CFP Kate Holmes, CFP
Founder
Belmore Financial LLC
Marilyn Plum, CFP Marilyn Plum, CFP
Director of Portfolio Management
Ballou Plum Wealth Advisors, LLC
Karla DAlleva Valas Karla DAlleva Valas
Managing Director, Complex Asset Group
Fidelity Charitable
Jennifer Williams-Bulkeley Jennifer Williams-Bulkeley
Managing Partner
AOC Investment Advisors