Snapshots from the Women Advisors Forum Dallas
June 10, 2013 4:00 PM
Snapshots from the Women Advisors Forum Dallas
Kelli Cruz of Pepin Consulting, far left, moderated a discussion on succession planning. Panelists from left: Natalie Briaud Pine and Janet Briaud of Briaud Financial Advisors, Debra Brennan Tagg of Brennnan Financial Advisors and Marie Moore of The Moore Group at Morgan Stanley.
Snapshots from the Women Advisors Forum Dallas
Succession planning panelists and mother-daughter team: Janet Briaud, left, and Natalie Briaud Pine of Briaud Financial Advisors.
Snapshots from the Women Advisors Forum Dallas
Deena Katz, a Financial Planning columnist, associate professor of personal financial planning at Texas Tech University and chairwoman of Evensky & Katz, talks about behavioral finance and the role of "mental shortcuts" in financial decision making.
Snapshots from the Women Advisors Forum Dallas
Cindy Scott of 1st Global Research & Consulting takes notes during a session.
Snapshots from the Women Advisors Forum Dallas
Corryn Lee of New York Life, left, and Hannah Moore of Guiding Wealth Management.
Snapshots from the Women Advisors Forum Dallas
Joy Kirsch of Kirsch and Associates shares strategies for advisors working with women clients going through difficult transitions like widowhood and divorce.
Snapshots from the Women Advisors Forum Dallas
Louisa Nemati of Weaver Wealth Management listens during a session.
Snapshots from the Women Advisors Forum Dallas
Bellann Morales Hyten of Camino Financial Management contributes to the discussion during a working lunch.
Snapshots from the Women Advisors Forum Dallas
From left: Erin Beckstrand of Fidelity Financial Advisor Solutions, Elyse Smith of TD Ameritrade and Amy White of Steffes Financial.
Snapshots from the Women Advisors Forum Dallas
From left: Jess Marsilla, Sarah Radney and Janet Kalberer of Fidelity Financial Advisor Solutions.
Snapshots from the Women Advisors Forum Dallas
Attendees Hannah Moore of Guiding Wealth Management, left, and Ellen Derrick of LearnVest listen during a session.
Snapshots from the Women Advisors Forum Dallas
Kristin North, a strategic relationship manager for TD Ameritrade Institutional talks about how to turn clients into advocates for your firm.
Snapshots from the Women Advisors Forum Dallas
Kristie Leatherberry of Charles Schwab listens with other attendees.
Snapshots from the Women Advisors Forum Dallas
Katie Brewer of LearnVest, left, and Sarah Salinas Hickman of UBS Financial Services.
Snapshots from the Women Advisors Forum Dallas
Karla D’Alleva Valas, the managing director of the Complex Asset Group for Fidelity Charitable, discusses strategies for philanthropic giving.
Snapshots from the Women Advisors Forum Dallas
Laura Hoff of IPI Wealth Management takes notes during a session.
Snapshots from the Women Advisors Forum Dallas
Kelli Cruz, left, and Jennifer Specter of Pepin Consulting.
Snapshots from the Women Advisors Forum Dallas
From left: Stepanie Giger, Fidelity Financial Advisor Solutions, Virginia Paneda of Richard P Slaughter Associates and Chelsea Shrader and Katie Compton of Duncan-Williams.
Snapshots from the Women Advisors Forum Dallas
CFP Board consumer advocate Eleanor Blayney shares statistics on women CFP certificants and talks about new measures to bring more women advisors into the industry.
Snapshots from the Women Advisors Forum Dallas
Marcy Johnson of USAA participates in a session.
Snapshots from the Women Advisors Forum Dallas
From left: Jess Marsilla and Robyn Gardner of Fidelity Financial Advisor Solutions; Darsey Locke of Fidelity Investments Institutional Services; Erin Beckstrand and Sarah Radney of Fidelity Financial Advisor Solutions.
Snapshots from the Women Advisors Forum Dallas
Kelly Rigas, left, and Hillary Higgins of KR Wealth Management talk about what its like to have an independent practice after starting as a wirehouse advisor.
Snapshots from the Women Advisors Forum Dallas
From left: Ellen Derrick of LearnVest, Hillary Higgins and Kelly Rigas of KR Wealth Management Group and Kimberely Holcomb of Holcomb Wealth Management.
Snapshots from the Women Advisors Forum Dallas
Kimberely Holcomb of Holcomb Wealth Management and Heidi Scmidt of USAA talk during a break.
Snapshots from the Women Advisors Forum Dallas
Amy White of Steffes Financial, left, and Katherine Marshall of TD Ameritrade Institutional.
Snapshots from the Women Advisors Forum Dallas
From left: Mary Stork, Marcy Johnson and Heidi Schmidt of USAA.
