7:00 am – 8:00 am
Registration Opens / Breakfast With Exhibitors

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8:00 am – 8:05 am
Conference Begins / Chairwoman Welcome

Antoinette Rodriguez – Chairwoman, Invest In Women, Financial Advisor Magazine

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8:05 am – 8:55 am

1 Hour / CFP Board and IWI CE Credits

Total Retirement Income Planning: Empowering Women for a Secure Future

Nationwide’s Total Retirement Income Planning Program introduces a more comprehensive and personalized retirement income strategy, first prioritizing the need to identify essential retirement expenses and purposefully helping secure them with specific financial products producing protected lifetime income. Hear from a team of Nationwide experts as they discuss how financial professionals can empower women to strategically take control of their retirement, ensuring a secure and comfortable financial future.

Moderator:
Roberta Eckert, CRPC, RICP, CLTC – Director, Nationwide Retirement Institute®
Speakers:
Rona Guymon, CRC – SVP, Nationwide Financial Annuity Distribution
Kathy Pemberton – AVP, Nationwide Financial Life Product Development
Marcy Ross – Sr. Consultant, Nationwide Financial Retirement Solutions

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9:00 am – 9:50 am
Morning Keynote

Social Security in 2025 and Beyond

1 Hour / CFP Board and IWI CE Credits

Helping clients decide when to claim their Social Security benefits is a vital role for financial advisors and can lead to broader discussions about retirement income sources, the value of guaranteed income, and how various types of income are taxed in retirement. In 2025, clients will see higher benefits due to inflation adjustments, new and expanded benefits for millions of public-sector workers, and renewed concerns about the long-term finances of the Social Security program. Learn how to address your clients’ concerns about this crucial source of retirement income and help them decide the optimum time to claim their benefits.

Speaker:
Mary Beth Franklin, CFP® – RetirePro

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9:50 am – 10:10 am
Coffee Break With Exhibitors

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10:10 am – 11:00 am

A: NextGen Wave Of Wealth: Opportunity And Innovation

1 Hour / CFP Board and IWI CE Credits

The next 15 years are likely to witness the largest transfer of wealth in history. For advisory firms, it’s a huge opportunity to innovate for growth. This session will examine the different services and values that tomorrow’s clients will demand and how advisory firms can recruit and develop the next generation of advisors to serve them.

Moderator:
Kate Healy – CEO and Founder, AdvoKate IQ, LLC
Speakers:
Danielle Darling, CDFA® – LPL Financial Advisor, Certified Divorce Financial Analyst®, Resource One Advisors
Lindsey Lewis, MBA, ChFC®, CFP® – Senior Director and Chair, The American College Center for Women in Financial Services
Hannah Moore, CFP® – Founder, Guiding Wealth

B: The Harsh Reality: Every Marriage Ends

1 Hour / CFP Board and IWI CE Credits

Many advisors view the generational transfer of wealth over the next 15 years as an existential threat. It doesn’t have to be. Hear from experts on strategies to emerge to turn this transfer to their advantage.

Moderator:
Carol Lee Roberts, CFP®, CeFT®, CDFA® – President, Institute for Divorce Financial Analysts
Speakers:
Monique Castillo – Founding Owner, Financial Advisor, Higher Ground Financial Services
Avani Ramnani, CFP®, CDFA®, CPWA® – Partner, Managing Director, Francis Financial, Inc.

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11:05 am – 11:45 am

A: Education Funding

Where there is a problem, there is a solution and, therefore, an opportunity.

Laine Schoneberger, Chief Investment Officer & Managing Partner of Yrefy, will explain the problem and the solution. Financial Advisors can offer their clients an investment option with unparalleled flexibility, earning strong fixed returns of up to 10.25% in a secured and collateralized portfolio. In the ever-changing, often confusing, and most recently, the exciting world of Student Loans, Borrowers and Co-Borrowers did not have a clear path to pay their debt back. Borrowers with Private Student Loans who fell behind on their payments have seen their and their Co-Borrowers’ credit scores and financial lives destroyed, which has also damaged relationships.

Because Student Loans are Bankruptcy remote, Private Lenders swiftly obtain legal judgments and wage garnishment, and the Borrowers had no options until Yrefy. For over eight years, Yrefy has been the only company to offer a solution to fix the student loan crisis, allowing Borrowers to pay back their debt quickly and with dignity. As Yrefy gains national attention, we invite you to learn how investors “Do Well by Doing Good” and earn impressive, fixed returns in a unique and flexible investment held in a secured and collateralized portfolio.

Speaker:
Laine Schoneberger – CIO & Managing Partner, Yrefy, LLC

B: From Disaster to Resilience: How Advisors Can Lead During Crisis

In a world shaken by economic instability, natural disasters, and rapid change, advisors are on the front lines—facing both technical and emotional responsibilities. We should be the first call in times of crisis. But are we? Do we feel truly equipped to lead in moments when events happen beyond the client’s control? This conversation will challenge the default ‘fixer’ mindset and reveal how advisors can become facilitators of trust, resilience, and resources—by leading with connection.

Speakers:
Breanna Rae Blaney – Founder & Chief Evolution Officer, Anya Institute for Human Revolution
Catherine Seeber, CFP®, CeFT® – Principal | Financial Advisor, CAPTRUST

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11:50 am – 12:40 pm

A: The Transfer of Wealth To Women: Preparing for a Financial Power Shift

1 Hour / CFP Board and IWI CE Credits

By 2030, women are expected to control more than $34 trillion or 38% of the nation’s wealth*, marking a significant shift in the financial landscape. As women increasingly take the reins of wealth management, Financial Advisors must adapt their strategies to meet their unique needs and priorities. This lively discussion will explore the factors driving this wealth transfer, the evolving financial behaviors of clients, and the challenges that come with this transformation. Learn from this panel on how financial advisors can better serve this growing demographic while ensuring long-term financial confidence in the pursuit of success.

Moderator:
Laurie Stack – Regional VP, Tax Channel and Head of the Avantax Women’s Advisor Forum
Speakers:
Majdah alQuhtani, CPWA®, AIF® – Speaker, Founder, Atlus Wealth Management, LLC
Erinn Ford – EVP, Advisor Engagement, Osaic
Liz Miller, CFP®, CFA® – Chair of CFP Board, Founder and President, Summit Place Financial Advisors, LLC
Caroline Piehl, CFP® – Partner and Financial Advisor, TimeWise Financial

B: Digital Marketing: It’s More Than Lead Gen

Digital marketing is becoming the primary vehicle through which many advisors are growing their business. But it’s also growing increasingly sophisticated. Hear from the experts.

Moderator:
Kate Healy – AdvoKate IQ, LLC
Speakers:
Pinki Mehta – SVP/MD Global Marketing and Digital Experience, Alliance Bernstein
Susan Theder – Chief Marketing and Experience Officer, FMG

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12:40 pm – 1:00 pm
Break With Exhibitors

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1:00 pm – 2:10 pm
Lunch Keynote – Fireside Chat

Breaking Barriers: Voices from the Frontlines of Wealth Management

How Black and Female Leaders and Advisors Are Shaping the Future of Finance

Moderator:
Antoinette Rodriguez – Chairwoman, Invest In Women, Financial Advisor Magazine
Speaker:
Sheena Gray – CEO | Visionary Leader | Speaker & Industry Advocate, Association of African American Financial Advisors

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2:10 pm – 2:30 pm
Dessert With Exhibitors

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2:35 pm – 3:25 pm

A: Reflections & Revelations: Lessons and Advice from Successful Female Leaders

1 Hour / IWI CE Credits

Women, while still significantly underrepresented in the financial advice profession, have and continue to play a pivotal role in shaping its future. In this candid discussion, our panel of seasoned female leaders reflect on their journeys, sharing the wisdom, insights, and hard-earned lessons that have shaped their careers and impacted both their personal and professional lives. From navigating challenges to building thriving practices and fostering client relationships, this panel will provide invaluable guidance for advisors at every stage of their careers. Don’t miss this opportunity to learn from industry leaders and be inspired from their success and challenges and how to apply it to your own story.

Moderator:
Suzanne Siracuse – Suzanne Siracuse Consulting, LLC
Speakers:
Kay Lynn Mayhue, CFP®,AEP®,RFC® – President, Partner, Merit Financial Advisors
Maria Fiorini Ramirez – President & CEO, Maria Fiorini Ramirez, Inc.
Rita Robbins – Founder & President, Affiliated Advisors

B: Sustainable Investing: A Principled, Long-Term Investment Approach

1 Hour / CFP Board and IWI CE Credits

Despite recent turmoil in products and markets, the guiding principles of sustainable investing remain valid. It is about a shift in investor perspectives toward recognizing that investment decisions have environmental and societal impacts that create sources of risk and opportunity for both our portfolios and for the broader economy. Investors not only have a responsibility to manage those risks, but by doing so, they can better position their portfolios for sustainable, long-term results. Learn more about how sustainable investing strategies can help drive long-term success for you and your clients.

Moderator:
Jasmine Yu, PhD, CFA, CAIA – CIO, Bryn Mawr Capital
Speakers:
Carole Laible – CEO, Domini Impact Investments
Marian Macindoe – Managing Director, Sustainable Investment Strategy, Parnassus Investments
Leslie Samuelrich – President, Green Century Funds, Forbes 50 over 50, Barron’s List of Most Influential Women in Finance

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3:30 pm – 4:20 pm

A: Marketing Comes of Age

Moderator:
Joseph Anthony – Co-Owner & President, Gregory FCA
Speakers:
Angela Giombetti – CMO, Wealthspire Advisors
Alex House – CMO, The Impact Partnership
Terra McBride, MBA – CMO, Prime Capital Investment Advisors
Michelle Winkles, MBA – Partner and CMO, Mission Wealth

B: How Advisors Can Help Clients Increase Their Charitable Impact

1 Hour / CFP Board and IWI CE Credits

It’s widely known that wealthy individuals care about philanthropy and it can be an effective tool to help them clarify their values, influence change in the world and build a legacy. Join this session to learn how advisors can bring the discipline and spirit of giving into their practices as our panelists discuss:

• • A range of philanthropic resources and services to help clients drive impact
  • Key learnings and best practices from advisors
  • Ways to undertake your own charitable activities
  • How the Invest in Others foundation brings philanthropy and volunteerism into the finance industry and ultimately helps the community

Moderator:
Hannah Shaw Grove – CMO, Foundation Source
Speakers:
Laura T. Godine, JD, AEP®, CAP® – Partner, Wealth Strategist & Regional Director of Wealth Planning
Cori Oliver, CAP® – Director, Charitable Consulting, DAFgiving360™
Clara Sierra – Senior Director, Global Sales, Moody’s, Executive Board Member, Invest In Others Charitable Foundation

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4:25 pm – 5:15 pm

A: Why Women Fire Advisors

Over the next five years, women are expected to control more than 50% of the wealth in America. Research indicates that as many as 70% of them may switch advisors when they assume control of the family wealth. This session will examine what they are likely to look for in an advisor, what prompts them to consider leaving existing advisors and how to build relationships with female clients that will last.

Moderator:
Sheryl Hickerson – Founder, CEO, Females and Finance
Speakers:
Cary Carbonaro, CFP®, MBA – Managing Advisor, Ashton Thomas, Women and Wealth Ambassador
Becca Hajjar – Managing Principal, Chief Business Development Officer, Commonwealth

B: A Deep Dive Into Retirement Income

1 Hour / CFP Board and IWI CE Credits

As the number of retirees needing to generate retirement income surges every year, the number of income strategies and styles remains mostly the same. More adaptive and approachable income strategies are needed. Whether clients rely on bonds, annuities, dividend-paying stocks and large capital gains, flexibility and adaptability is of paramount importance. Leading experts discuss how to create a more adaptive and flexible retirement income plan.

Speakers:
Jamie Hopkins, LLM, CFP®,ChFC®, CLU®, RICP® – CEO, Bryn Mawr Capital Managment
Erika Wilson – CMO, Sound Income Group
Amethyst Vargas – VP and Head of Brand and Strategic Partner Firm Marketing, Brighthouse Financial

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5:15 pm – 6:15 pm
Cocktail Reception With Exhibitors

7:00 am – 8:00 am
Registration / Breakfast With Exhibitors

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8:00 am – 8:05 am
Opening Remarks

Antoinette Rodriguez – Chairwoman, Invest In Women, Financial Advisor Magazine

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8:05 am – 8:55 am
Opening Session

What Are The Traits Of The Most Successful Advisors Of The Future

Successful advisors and advisory firms will require different skill sets than previous generations. Specialization will become more important as the profession will no longer be able to rely on extraordinary equity market returns.

Moderator:
Evan Simonoff – Editor-In-Chief and Editorial Director, Financial Advisor Magazine
Speakers:
Alisa Maute CIMA®, CAIA℠ – Executive Managing Director, Head of Client Development, Mercer Advisors
Dana Rhodes – COO, Axtella

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8:55 am – 9:10 am

Coffee Break With Exhibitors

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9:10 am – 10:00 am

A: How To Make Mergers & Acquisitions Work

Mergers in many industries fail and advisors have had their share of regrets. How to make sure they don’t happen.

Moderator:
Heather Ettinger – Founder & CEO, Luma Thrive
Speakers:
Robyn Jameson, CFP ®, CLTC – Managing Director, Partner, Wealth Manager, Merit
Gregg H. Johnson – National Sales Director, Carson Group

B: AI & The Art of Connection: A Fireside Chat with LPL’s Digital Transformation Pioneer

1 Hour / IWI CE Credits

Join us for an illuminating fireside chat with LPL Financial’s Digital Transformation Leader and CIO to explore how artificial intelligence is creating unprecedented opportunities for advisors. This intimate conversation will reveal how forward-thinking leaders are leveraging technology to create more time for what matters most – building meaningful relationships that drive practice growth.

Moderator:
Antoinette Rodriguez – Chairwoman, Invest In Women, Financial Advisor  Magazine, Global AI & Crypto Decoded Publisher
Speaker:
Kristie Edling-Day – EVP, CIO Advisor Experience, LPL Financial

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10:05 am – 10:55 am

A: Supercharging Organic Growth

1 Hour / IWI CE Credits

Organic growth is the most pressing challenge confronting many advisory firms today. However, there is no single silver bullet. In this session, several experts will examine how advisors can take a multi-pronged, long-term approach to cultivate a steady stream of clients over time by developing services that are both in demand and will generate referrals.

Moderator:
Kristen Santerian – Managing Director, Head of BlackRock Growth Partners, U.S. Wealth business at BlackRock
Speakers:
Carrie Cook – President, Ignite Funding
Becky Lightman, MBA – Founder, Lightman Capital
Kerri Melley – Financial Planner, Commonwealth Financial Group

B: A Fireside Chat With Two CEOs Who Are Leading The Way In Alternative Investments 

1 Hour / CFP Board and IWI CE Credits

Join us for an insightful discussion on the Future of investing in alternatives, featuring Kristie Feinberg, CFA, President & CEO of Manulife John Hancock Investments, and Soraya Chabarek, CEO of Manulife | CQS Investment Management. As investors increasingly seek diversification beyond traditional 60/40 portfolios, this session will explore the industry outlook for alternative investments, with a focus on alternative credit. We’ll also discuss key considerations investors should keep in mind when evaluating alternative investments and managers. Gain valuable perspectives from industry leaders on navigating this exciting and evolving landscape.

Speakers:
Kristie Feinberg, CFA – President & CEO, John Hancock Investment Management
Soraya Chabarek – CEO, Manulife, CQS Investment Management

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10:55 am – 11:15 am

Coffee Break With Exhibitors

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11:15 am – 12:05 pm
A: Families And Intergenerational Wealth Transfer

1 Hour / CFP Board and IWI CE Credits

Over the next two decades, more than $80 trillion in assets is expected to be passed from Baby Boomers to their children and grandchildren. This transfer of wealth is likely to look very different from previous generations. Understanding the dynamics of individual families will critical to advisors who seek to serve and retain these clients. This session will focus on how advisors can learn to understand the needs and requirements of these families.

Moderator:
Theresa Bursey – VP, Coaching & Advisor Productivity, Raymond James
Speakers:
S. Katherine Roy – Principal, Retirement Products, Edward Jones
Tarah Williams – President & COO, Prospera Financial Services
Florrie Willis – National Sales Manager, Lincoln Financial

B: Presentation of the Results of a Surveyed Study of Women and Finance

Women’s financial anxiety is high. 55% of survey respondents report feeling overwhelmed, anxious or fearful about their financial situation. That is a big change for just four years ago when 30% described their finances this way. Ongoing inflation and perceived economic uncertainty are driving the sentiment. Thirty-six percent (36%) rank the economy as their top concern. Personal debt (22%) and habitual overspending (20%) are other noted areas of concern.

Speakers:
Tracy Cafaro – President, ADP Retirement Trust Services
John Guido – President, Retirement Insights LLC

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12:05 pm – 12:25 pm
Break With Exhibitors

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12:25 pm – 1:40 pm
Lunch Keynote: Fireside Chat

A World In Flux: Market And Economic Outlook

1 Hour / CFP Board and IWI CE Credits

Hear from Schwab’s chief investment strategist about a host of issues influencing the U.S. economy and stock market and what it means for your clients’ investments. A new administration promises sweeping deregulation accompanied by DOGE spending cuts and an aggressive tariff agenda. Expunging the last traces of inflation is proving to be challenging. Meanwhile, markets are starting to question whether the AI boom will pay dividends. Liz Ann will explain the forces we are seeing in the markets today, where we are in the U.S. economic cycle, and what it all may mean for investors in the year ahead.

Moderator:
Tracey Longo – Washington Editor, Financial Advisor Magazine
Speaker:
Liz Ann Sonders – Managing Director & Chief Investment Strategist, Charles Schwab & Co.

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1:40 pm – 2:00 pm
Dessert With Exhibitors

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2:00 pm – 2:50 pm
Afternoon Keynote

The Business of Being Relatable

In a marketplace where authenticity, connection, and trust separate the ordinary from the exceptional, financial advisors who embrace the power of being relatable stand out and scale up. Diana Cabrices, a marketing and brand strategist, unveils “The Three C’s of Relatability”—Competence, Character, and Confidence—showing how these traits build relationships, increase revenue, and amplify impact.

Women advisors often feel pressure to prove their value, but your greatest business advantage is YOU. This keynote will show you how to harness your strengths and let relatability be your revenue superpower.

Audience Members Will Learn:

✅ Relatability Fundamentals – How being your real, unfiltered self builds client relationships.
✅ Tech Competence – Leverage digital tools to enhance engagement.
✅ Character Connection – Strengthen relationships through storytelling and content.
✅ Confident Self-Promotion – Balance humility with showcasing your brand effectively.

Get ready to apply The Three C’s of Relatability and place authentic human connections at the forefront of your success!

Speaker:
Diana Cabrices – Founder, Diana Cabrices Consulting

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2:55 pm – 3:45 pm

A: Financial Advisors on the Front Lines of Addiction Issues

1 Hour / CFP Board and IWI CE Credits

Join Ohio Securities Commissioner Andrea Seidt as she unveils Recovery Within Reach—a groundbreaking continuing education course that’s transforming the way financial advisors support their clients. Developed by the Ohio Department of Commerce, Division of Securities, this nationally recognized program provides advisors with the tools they need to identify Substance Use Disorders (SUD) and mental health challenges, and take meaningful action.

Explore how this innovative course delivers in-depth data, expert perspectives, and practical resources to help financial professionals guide clients and families through the complex financial and emotional impacts of these issues. Commissioner Seidt will spotlight the pivotal role advisors play as the first line of defense, and how they can be a vital bridge to solutions and treatm

Speaker:
Andrea Seidt – Commissioner of the Ohio Department of Commerce, Division of Securities

B: Building your Practice for Success – Top ways to grow your business and win clients

Top advisors stay dynamic, always fine-tuning the best ways to grow their business and meet their clients’ needs. Join a seasoned advisor-coach, as she shares the trends and strategies that she sees advisors in high-producing practices utilize to meet their goals. You’ll learn best practices to:

• Implement a “chameleon” client service approach to better know your clients and meet them where they are
• Apply a CEO Mindset to grow your brand and build business efficiencies
• Attract Next-Gen clients, by creating excitement for your value and services

Speaker:
Kelli Stanko, MBA – Wealth Strategist, MassMutual

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3:45 pm
Conference Ends