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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

Why You Should Attend the 2014 Forum

View Last Years Attendees
From start to finish, the Women Advisors Forum is the place for women in the advisory business to gather cutting-edge, valuable insights on how to take their practice to the next level and network with an elite group of senior level financial planners.

But, don't take our word for it, hear what our past attendees have to say!


“Energizing and inspiring to be in a room of women advisors who value themselves and value what they do.”

--Eleanor Blayney, President, Directions for Women LLC


“I’ve been in the industry for over 20 years and this was one of the best conferences I’ve been to! It was a great experience to network and share ideas with other women financial advisors. I would definitely attend again!”

--Mari Adam, President, Adam Financial Associates


“I was expecting to meet a higher caliber advisor and was not disappointed.”

--Jodi Chu, Branch Manager


“It was wonderful to have multiple conversations with other women who understand the pressures of working in a mostly male industry.”

--Dianne Webb, RIA, Stonebridge Financial Planning Group


“I love to be in the company of forward-thinking advisors.”

--Susan Bradley, Founder, Sudden Money Institute


“To be inspired and receive information on how best to meet the financial needs of my women clients, the day more than met my expectations.”

--Linda Wisniewski, Registered Rep., ING Financial Partners