chicago-378.jpg

Women Advisors Forum - Chicago

Closing Keynote: Carol Frohlinger, Esq., Co-Founder Negotiating Women & Author of: Her Place at the Table

chicago-376.jpg

Women Advisors Forum - Chicago

Women Advisors Forum Cocktail Reception

chicago-348.jpg

Women Advisors Forum - Chicago

Q&A with Cindy O'Meara, Owner, Wealth Advisor, True Wealth Advisors Group, Inc.

chicago-347.jpg

Women Advisors Forum - Chicago

Panel Discussion:  Women Redefining Contemporary Philanthropy
Claire Costello, National Foundation Executive for Philanthropic Management, Bank of America, Merrill Lynch
Sally Venverloh, President, NGE Philanthropic Advisors, a division of Neal, Gerber & Eisenberg, LLP
Kim Wright-Violich, President, Schwab Charitable

chicago-319.jpg

Women Advisors Forum - Chicago

Women Advisor Forum attendees

chicago-310.jpg

Women Advisors Forum - Chicago

Reaching the Top Panel
Mari Buechner, President & CEO, Coordinated Capital Securities
Julie Murphy Casserly, President, JMC Wealth Management, Inc.
Clara Sierra, EVP, Director of Strategic Alliances, Sentinel Investments

Amy Webber, President & CEO, Cambridge Investment Research, Inc.

chicago-302.jpg

Women Advisors Forum - Chicago

Clara Sierra, EVP, Director of Strategic Alliances, Sentinel Investmentes and Amy Webber, President & CEO, Cambridget Investment Research, Inc.

chicago-279.jpg

Women Advisors Forum - Chicago

Mari Buechner, President & CEO, Coordinated Capital Securities, Inc., Marion Asnes, Editor in Chief, Financial Planning, and Bruce Morris, EVP & Managing Director, SourceMedia

chicago-273.jpg

Women Advisors Forum - Chicago

Special thanks to our sponsor: Cambridge Investment Research, Inc.

chicago-249.jpg

Women Advisors Forum - Chicago

Q&A with Patricia Whitney, First VP Investments, UBS Financial Services

chicago-247.jpg

Women Advisors Forum - Chicago

Q&A with Meade Whitaker, Financial Advisor, Crampton Planning Partners

chicago-210.jpg

Women Advisors Forum - Chicago

Rainmaker Panel
Moderated by: Marion Asnes, Editor in Chief, Financial Planning; Panelists: (from left to right)
Tammy Butts, Divisional Executive VP & Branch Mgr, AXA Advisors, LLC, Sue Stevens, Founder & President, Stevens Wealth Management, LLC, J.J. Schenkelberg, Sr. Portfolio Mgr, CLS Investments, LLC, and Mary Kennemur, President, JHS Capital Investments

chicago-205.jpg

Women Advisors Forum - Chicago

Q&A with Rebecca Scheuneman, Portfolio Mgr, Forester Capital Management

chicago-203.jpg

Women Advisors Forum - Chicago

Q&A with Joanie Halfaker, Owner, Clarity for Women, Inc.

chicago-159.jpg

Women Advisors Forum - Chicago

Keynote Speaker: Jessica Bibliowicz, Chairman & CEO, National Financial Partners

chicago-155.jpg

Women Advisors Forum - Chicago

Special Thanks to Sponsor: First Command Financial Services

chicago-138.jpg

Women Advisors Forum - Chicago

Special thanks to our sponsor: MassMutual Financial Group

chicago-134.jpg

Women Advisors Forum - Chicago

Special Thanks to the Options Industry Council

chicago-116.jpg

Women Advisors Forum - Chicago

Ruthie Ackerman, American Banker, Wealth Management Editor & Investment Advisor Group, Online News Editor, Marie Swift, President & CEO, Impact Communications, Inc., Clara Sierra, EVP, Director of Strategic Alliances, Sentinel Investments, and Mari Buechner, President & CEO, Coordinated Capital Securities, Inc.

chicago-095.jpg

Women Advisors Forum - Chicago

Luncheon Speaker: Elizabeth Moss, CLU, ChFC, CFS, CLTC, Agency Investment Specialist, MassMutual Financial Group

chicago-050.jpg

Women Advisors Forum - Chicago

Susanna Joiner, President, WE2, Kimberly Branch, President, 4Ward Financial Marketing, and Renee Cooper, Portfolio Mgr Assoc, US Trust, Bank of America

chicago-044.jpg

Women Advisors Forum - Chicago

Kathryn Kennedy, Director, Barclays Wealth, Violetta Pukas, VP, H. Beck, Inc., and Joanne Woiteshek, Sec. Treasurer, Interactive Advisors

chicago-038.jpg

Women Advisors Forum - Chicago

Jessica Bibliowicz, Chairman & CEO, NFP, Elizabeth Moss, Agency Investment Specialist, MassMutual Financial Group, and Marion Asnes, Editor-in-Chief, Financial Planning

chicago-037.jpg

Women Advisors Forum - Chicago

J.J. Schenkelberg, Sr Portfolio Mgr, CLS Investments, LLC, Dawn Batho, Team Leader Inside Sales, CLS Investments, LLC, and Michelle Lund, Director of Inside Sales, NorthStar

chicago-027.jpg

Women Advisors Forum - Chicago

Women's Advisors Luncheon in Chicago

MORE FROM FINANCIAL PLANNING