Women Advisors Forum 2012 Florida Conference
May 4, 2012 6:10 PM
From left: Susan Rutrough, Nicole Spinelli, Margaret Starner of Raymond James.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Kathleen McQuiggan and Ivka Kalus-Bystricky of Pax World Management.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
Demystifying Decumulation panel from left: Frances McMorris, editor-in-chief, On Wall Street magazine; Mari Adam, Adam Financial Associates; Ellen Siegel, Ellen R. Siegel and Associates; Margaret Starner, Starner Group of Raymond James & Associates; and Sharon Williams, Lincoln Financial Advisors.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Lesya Pelyushko of Merrill Lynch, Wendy Liebowitz of Fidelity Investments and Jodi Chu of Questar Capital.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
Social Media and Compliance panel from left: Katie Berg of Raymond James Financial and Alexandra Basak Russell of Hearsay Social.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Meredith Beall of National Planning Corp. and Mary Becker of Sage Hill Advisory & Management.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Angie Trandai of LPL Financial and Karen Roberts of Lincoln Financial Advisors.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Hedy Perper of Spectrum Planning Group and Christina Lewis of Diamond Financial Services.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Linda Wisniewski of ING Financial Partners, Dianne Webb of Stonebridge Financial Planning, Sharon Flaspohler of Invest Financial, Bessie Savery of Invest Financial and Jodi Chu of Questar Capital.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
Multi-Million Dollar Woman panel from left: Christina Cleveland of Merrill Lynch, Pamela Ghezzi of Sequoia Financial Group, Julie Neitzel of GenSpring Family Offices, and Geri Eisenman Pell of Geri Pell & Associates at Ameriprise Financial.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Renee Porter-Medley of Key Private Bank and Carla Boggess of Morgan Stanley Smith Barney.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Anne Bedinger of Raymond James & Associates, Lisa Green of Adam Financial Associates, Susan Bradley of Sudden Money Institute, and Pamela Ghezzi of Sequoia Financial Group.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Janelle Ward of TD Ameritrade, Carole Kilpela of Ameriprise, and Sharon Daniels of Banyan Partners.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Elissa Mogilefsky of Raymond James Trust and Julie Neitzel of GenSpring Family Offices.
The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.
From left: Kelly Willis of Newport Private Wealth, Geri Eisenman Pell of Geri Pell & Associates at Ameriprise Financial, and Margaret Starner of the Starner Group at Raymond James & Associates.<br><br>
Also see:
Women Advisors Forum 2012 New York Conference
Women Advisors Forum 2012 New York Conference
