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
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!
I've attended in the past and learned a lot, so I wanted to attend again -- a chance to network. Plus, I was excited to see Sally Krawcheck.
I'm a CPA and want to change careers...so was looking for education and information.
To hear the issues and support the 'movement' of women in our industry. I am a man - and I hold the view that women are the future to quality advice! I wanted to see and hear the issues.
Education, updating, finding out what's happening out there as I have been an independent advisor with a major institution, duking it out on my own.
I have enjoyed the high quality of the event and it has been worth my time to attend.
I had a wonderful time and appreciate the opportunity to dialogue with women in the financial planning field.