Snapshots from Women Advisors Forum California
November 20, 2012 9:18 PM
Snapshots from Women Advisors Forum California
The Women Advisors Forum traveled to Newport Beach, Calif., on Nov. 15 for a gathering that featured new practice management ideas, strategies for success and market updates. Check out these photos for the day's highlights, and look out for more news from our upcoming forum in Boston on Dec. 17.
-Lorie Konish
-Lorie Konish
Snapshots from Women Advisors Forum California
From left: Denise Federer of Federer Performance Management Group, Natalie Young of Mercer Advisors and Janette Williams of TD Ameritrade.
Snapshots from Women Advisors Forum California
Hanieh Sadat, left, and Rita Lacanfora, right, of Wells Fargo Advisors.
Snapshots from Women Advisors Forum California
Winnie Sun, left, of Sun Group Wealth Partners, and Vickie Adams, right, of Vickie Adams, CFP.
Snapshots from Women Advisors Forum California
Isaiah Mitchell, left, of First Allied Securities, and Colleen Johnstone, right, of Ameriprise Financial.
Snapshots from Women Advisors Forum California
Denise Morrison, left, chief compliance officer at Securities America, and Jodie Orozco, right, marketing product manager at Raymond James, discuss what advisors need to know about communications and regulation.
Snapshots from Women Advisors Forum California
Bruce Morris, left, of SourceMedia, and Maren Stenseth, right, of Maren Stenseth, CPA.
Snapshots from Women Advisors Forum California
Multi-Million Dollar Woman panel members from left: Colleen Schon of Raymond James, Christina D'Amore of Ameriprise Financial, Winnie Sun of Sun Group Wealth Partners and Laila Pence of Pence Wealth Management.
Snapshots from Women Advisors Forum California
Dara Sipolt, regional director, institutional sales at TD Ameritrade, talks about how advisors can work with clients across generations in her presentation entitled "Bridging the Generation Gap."
Snapshots from Women Advisors Forum California
From left: Denise Morrison of Securities America, Deborah Higgins and Bonny Shumacher.
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From left: Valencia Brown, Ashley Boone of Merrill Lynch and Barbara Myers.
Snapshots from Women Advisors Forum California
Barbara Crane, left, and Victoria Wilk, right, of First Allied Securities.
Snapshots from Women Advisors Forum California
From left: Zoe Benditt, Zelda Benson and Christina D'Amore, all of Ameriprise Financial.
Snapshots from Women Advisors Forum California
From left: Tina Enberg of Securian Financial Group, Mary Anne Smith and Julie Conlin.
