6th Annual Invest In Women

2020 Invest In Women Webcast Series

How Advisors Can Help Clients Mitigate The Financial Impact Of Cognitive Decline
Complimentary Invest In Women Conference Webcast | December 9
Angie O’Leary – Head of Wealth Planning, RBC Wealth Management—U.S.
Nancy Carlson – Author and Illustrator
Sponsored by


Guiding Women Clients Through The Medicare Maze
Complimentary Invest In Women Conference Webcast | November 4
Roberta Eckert – Vice President, Nationwide Retirement Institute
Sponsored by


How Longevity Is Reshaping Advice
Complimentary Invest In Women Conference Webcast | October 21
Angie O’Leary – Head of Wealth Planning, RBC Wealth Management—U.S.
Dr. Miles Varn – Chief Executive Officer, PinnacleCare
Sponsored by


Behavioral Finance: The Power Of Behavior To Build Wealth + Health
Complimentary Invest In Women Conference Webcast | October 7
Jennifer Pearce – VP, Business Development, Transamerica
Sponsored by


The Longevity Advisor: Help Your Clients Plan For Health-Care Costs In Retirement
Complimentary Invest In Women Conference Webcast | September 24
Ron Mastrogiovanni Sr. – Founder and CEO, HealthView Services
Nag-Bushan Odekar – SVP, Chief Strategy and Marketing Officer, HealthView Services
Sponsored by


The Gender Pay Gap: Why Should Investors And Clients Care?
Complimentary Invest In Women Conference Webcast | August 19
Lori Keith – Portfolio Manager, Parnassus Investments
Lenore Reiner – Senior Responsible Investment Strategy Specialist, Calvert Research and Management
Heidi Ridley – Co-Founder and CEO, Radiant ESG
Heather Smith – Lead Sustainability Research Analyst, Impax Asset Management LLC; Vice President, Sustainable Investing, Pax World Funds
Sponsored by


Why NOW Is The Perfect Time To Attract The Millennial Investor
Complimentary Invest In Women Conference Webcast | August 11
Jenifer Cannon – Vice President, Business Development Impax Asset Management LLC and Pax Ellevate Management
Kate Healy – Managing Director, Generation Next, TD Ameritrade Institutional
Suzanne Siracuse – Founder and CEO, Suzanne Siracuse Consulting Services, LLC
Sponsored by


The Five Financial Pitfalls Of Divorce
Complimentary Invest In Women Conference Webcast | July 28
Carol Lee Roberts, CFP®, CDFA®, CeFT® – President, Institute for Divorce Financial Analysts
Sponsored by