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
Morning Keynote

Social Security in 2025 and Beyond

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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9:00 am – 9:50 am

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 – Director, Nationwide Retirement Institute®
Speakers:
Rona Guymon – Sr. VP, Nationwide Financial Annuity Distribution
Kathy Pemberton – AVP, Nationwide Financial Life Product Development
Marcy Ross – Sr. Consultant, Nationwide Financial Retirement Solutions

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

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10:10 am – 11:00 am

A: Want NextGen Clients? Hire NextGen Advisors

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

B: The Harsh Reality: Every Marriage Ends

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

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11:05 am – 11:35 am

A: Education Funding

The cost of college keeps climbing. Hear about how to invest in it.

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:
Catherine Seeber – VP and Financial Advisor, CAPTRUST
Breanna Rae Blaney – Founder & Chief Evolution Officer, Anya Institute for Human Revolution

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11:40 am – 12:30 pm

A: The Transfer Of Wealth To Women

By 2030, women are expected to control more than 50% of the nation’s wealth. The panel will address this far-reaching change in the structure of wealth in America.

Moderator:
Laurie Stack – Regional VP, Tax Channel and Head of the Avantax Women’s Advisor Forum
Speakers:
Erinn Ford – EVP, Advisor Engagement, Osaic
Liz Miller – Chair of CFP Board, Founder and President, Summit Place Financial Advisors, LLC

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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12:30 pm – 12:45 pm
Break With Exhibitors

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12:45 pm – 2:00 pm
Lunch Keynote

Breaking Barriers: Voices from the Frontlines of Wealth Management

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

Speaker:
Sheena Gray – CEO | Visionary Leader | Speaker & Industry Advocate, Association of African American Financial Advisors

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2:00 pm – 2:30 pm
Dessert With Exhibitors

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2:30 pm – 3:20 pm

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

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 – President, Partner, Merit Financial Advisors
Maria Fiorini Ramirez – President & CEO, Maria Fiorini Ramirez, Inc.
Rita Robbins – Founder & President, Affiliated Advisors

B: Sustainable Investing In A Politicized World

Like many activities, sustainable investing has become increasingly politicized. But many of its guiding principles remain valid.

Speakers:
Leslie Samuelrich – President, Green Century Funds, Forbes 50 over 50, Barron’s List of Most Influential Women in Finance
Carole Laible – CEO, Domini Impact Investments
Marian Macindoe – Managing Director, Sustainable Investment Strategy, Parnassus Investments

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3:25 pm – 4:15 pm

A: Charitable Giving

Moderator:
Hannah Shaw Grove – CMO, Foundation Source
Speakers:
Cori Oliver – Director, Charitable Consulting, DAFgiving360™
Clara Sierra – Senior Director, Global Sales, Moody’s

B: 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 – CMO, Prime Capital Investment Advisors
Michelle Winkles – Partner and CMO, Mission Wealth

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4:15 pm – 4:35 pm
Refreshment Break With Exhibitors

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4:40 pm – 5:30 pm

A: Why Women Leave Advisors

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

B: A Deep Dive Into Retirement Income

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 – 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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5:30 pm – 6:30 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
Morning Keynote

What Are The Traits Of The Most Successful Advisors

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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 – 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

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, Wall Street AI Pulse 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

Speaker:
Carrie Cook – President, Ignite Funding

B: Alternative Investments

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

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10:55 am – 11:15 am

Refreshment Break With Exhibitors

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

Over the next two decades, an estimated $80 trillion in wealth is expected to be transferred from the baby generation to their heirs. This session will explore how this unprecedented transfer will unfold.

Speakers:
Florrie Willis – National Sales Manager, Lincoln Financial
Theresa Bursey – VP, Coaching & Advisor Productivity, Raymond James
Lena Haas – Principal, Head of Wealth Management Advice and Solutions, Edward Jones
Tarah Williams – President & COO, Prospera Financial Services

B: TBD

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

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12:05 pm – 12:15 pm
Break With Exhibitors

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12:15 pm – 1:30 pm
Lunch Keynote: Fireside Chat

A World In Flux: Market And Economic Outlook

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.

Speaker:
Liz Ann Sonders – Managing Director & Chief Investment Strategist, Charles Schwab & Co.

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1:30 pm – 1:45 pm
Dessert With Exhibitors

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1:50 pm – 2:40 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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2:45 pm – 3:35 pm

TBD

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3:35 pm
Conference Ends