6th Annual Invest In Women

Agenda 2022

Subject to change.

All sessions are shown in Eastern Time.

June 21, 2022

9:30 am – 12:00 pm
Pre-Conference Workshop

Transition to Medicare and Non-Employer Health Insurance

Speaker:
Dr. Katy Votava – Founder and President, GoodCare


12:10 pm – 12:15 pm
Chairwoman Welcome

Antoinette Rodriguez – Social Media Editor, Financial Advisor Magazine


12:15 pm – 1:30 pm
Lunch Keynote

TBD

Speaker:
Maddy Dychtwald – Edward Jones


1:30 pm – 2:00 pm
Dessert In Exhibit Hall


2:00 pm – 2:50 pm
Breakout Session

A: ESG / Impact Investing

Moderator:
Tracey LongoFinancial Advisor Magazine
Speakers:
Christine Cappabianca – Vice President, Portfolio Manager, Impax Asset Management
Elizabeth Levy – Head of ESG Strategy and Portfolio Manager, Trillium

B: Buying and Selling Advisory Firms

Moderator:
TBD
Speakers:
Teri Grubb – Senior Director, CAPTRUST
Kay Lynn Mayhue – President, Merit Financial Advisors


3:00 pm – 3:50 pm
Breakout Session

A: Women in Finance: Breaking the Barriers

Moderator:
Laurie Stack – VP of Business Development, Avantax
Speakers:
Deanna LaRue – President, Financial Advisor, TimeWise Financial, LLC
Amy Merrill – Creative Planning
Haleh Modasser – Stearns Financial

B: Next Generation Advisors and Their Clients

Speaker:
TBD


4:00 pm – 4:30 pm
Breakout Session

A: The Fragile Decade

Speaker:
Jeanie Underwood-Kotner – Senior Vice President, Global Atlantic Consulting

B: Building a Modern Advisory Business
Focusing on your core competencies and outsourcing everything else is one of the keys to building a modern and competitive advisory practice.

Speakers:
Hannah Buschbom – Co-Founder, The W Source
Melissa Intezar – Vice President, Manager of Enterprise Consulting, AssetMark


4:35 pm – 5:25 pm
Keynote

Emotional And Financial Wellness—The Advisor’s Role
The past two years have burdened unprecedented levels of emotional, psychological and physical stress on your clients and their families. As a financial advisor, you play an important role, not only in your clients’ financial wellness, but in their overall well-being. This means you must care of yourself first, so you are able to help your clients! In this session, wellness expert Jean Edelman shares her 10 strategies that let you become the best version of yourself, so you can improve your clients’ lives beyond their portfolios.

Speaker:
Jean Edelman – Founder, Health & Wellness, The Truth About Your Future


5:30 pm – 6:45 pm
Happy Hour In Exhibit Hall

June 22, 2022

7:00 am – 7:50 am
Breakfast In Exhibit Hall


7:55 am – 8:00 am
Chairwoman Opening Remarks

Antoinette Rodriguez – Social Media Editor, Financial Advisor Magazine


8:00 am – 8:50 am
Breakout Session

A: Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin
The emergence of the first new asset class in 150 years – digital assets – offers you opportunity to invigorate your practice, generate new revenue, and enhance the value you provide to your clients. Financial advisors are expected to generate $4.6 billion in fees from digital assets over the next 5 years, and 8 in 10 clients already expect their advisors to be knowledgeable about this new technology. Moreover, 6 in 10 clients are willing to switch advisors to get the advice they want and need about bitcoin and other digital assets. Join Ric Edelman as he shows you the business case for adding digital assets to your practice – and how to enhance your service even if you hate bitcoin!

Moderator:
Antoinette Rodriguez – Social Media Editor, Financial Advisor Magazine
Speaker:
Ric Edelman – Founder, Digital Assets Council of Financial Professionals

B: Navigating the Evolving Media Landscape
A third-party endorsement is essential to grow your business. Hear firsthand from a top financial advisor and media professional about their experience navigating the media over the course of their career. By developing a successful communications campaign, you will be able to create credibility over your competitors and build brand awareness with prospective clients.

Moderator:
Chris Cherry – Chief Engagement Officer, JConnelly, Inc.
Speakers:
Kimberly Foss – President, Empyrion Wealth Management
Gretchen Halpin – Co-Founder, Beyond AUM


8:55 am – 9:45 am
Morning Keynote

Moderator:
Evan Simonoff – Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Speaker:
Liz Ann Sonders – Managing Director, Chief Investment Strategist, Charles Schwab & Co.


9:45 am – 10:10 am
Refreshment Break In Exhibit Hall


10:10 am – 11:00 am
Breakout Session

A: Women and Retirement: How financial professionals can effectively reach women clients
The Nationwide Retirement Institute® Women and Retirement program provides deeper insights into the unique challenges women face related to Social Security, Health care and Long-term care as they prepare for retirement. This presentation will help you identify the key questions to ask your clients as they prepare for retirement.

Moderator:
Melissa CarterFinancial Advisor Magazine
Speaker:
Roberta Eckert – Vice President, Insights and Solutions Field Team, Nationwide

B: The Great Resignation And Unretirement
With the unprecedented departure and career switching of so many individuals in the labor force the past two years, how is this impacting clients’ financial lives?  People clearly are seeking changes and more balance, and there are implications personally and professionally.  Is the Great Resignation turning out to be a premature event resulting in a future great labor market re-entry?

Moderator:
Antoinette Rodriguez – Social Media Manager, Financial Advisor Magazine
Speakers:
Susan Bradley – Founder, Sudden Money Institute
Lisa Brown – Partner, Brightworth


11:05 am – 11:55 am
Breakout Session

A: Effectively Communicate your Sustainable Investing POV
Get tactical guidance and resources to help you position and communicate your firm’s approach to sustainable investing. You’ll see how other advisors talk about their offering plus learn how you can use key content pillars to tailor communications to your clients.

Speaker:
Carin Stimolo – VP Client Experience, Fidelity ESG Pro

B: Divorce—Maximizing Equity, Minimizing Clients’ Cost

Moderator:
Carol Lee Roberts – President, IDFA
Speaker:
Pam Friedman – Managing Director, Principal, Robertson Stephens


12:00 pm – 1:15 pm
Lunch Keynote

TBD

Speaker:
Katty Kay


1:20 pm – 1:50 pm
Breakout Session

A: Exploring the millennial mindset
Millennials have surpassed baby boomers as the nation’s largest generation, numbering 72 million, and stand poised to inherit $70 trillion from their parents. Yet some of these Millennials have already achieved a level of wealth–and wealth complexity– that requires advice and guidance from a professional.

RBC Wealth Management recognizes the growing importance of Millennials as the investors of the future. To learn more about their needs, wants and desires, RBC Wealth Management recently surveyed 1,000 Millennials, including 750 high net worth (HNW) Millennials and 250 HENRY (High Earners, Not Rich Yet) Millennials to:

The data gleaned from this survey offers an opportunity to educate advisors and marketers and help them connect with this important audience. In this session Angie O’Leary, Head of Wealth Planning, will share key survey learnings and propose strategies designed to capture money in motion.

Speaker:
Angie O’Leary – Head of Wealth Planning, RBC Wealth Management

B: A Time for Change: Starting, Joining, or Leaving an RIA

Speaker:
Lizzie Warner – Vice President, Cambridge Investment Research, Inc.


1:55 pm – 2:45 pm
Breakout Session

A: Behavioral Finance

Moderator:
Kimberly Foss – President, Empyrion Wealth Management
Speakers:
Lara Coviello – Vice President, Senior Portfolio Manager, Brinker Capital Investments
Erin Kirkwood – Enterprise Account Executive, Riskalyze

B: Giving Back: The Best Decision Clients Can Make
Did you know that giving back can benefit both clients and their families? From increased health to closer relationships with families and communities, the benefits of giving are endless. Join us to explore the return on investment of giving back in your community, workplace, and home.

Speakers:
Sabrina Bailey – Global Head of Wealth Solutions, Refinitiv
Charlie Jordan – Brightworth


2:50 pm – 3:40 pm
Breakout Session

A: Fintech as a Growth Catalyst
Tech in financial services, or fintech, is not new. However, the recent addition of AI and data science has enabled fintech to move beyond automation to powering intelligence. In a world where every investor is unique and expects to be treated as such, AI-powered solutions that leverage this intelligence to personalize investments, financial plans and insights for every prospective or current client, at scale, are geared for mainstream adoption and proving to be highly effective at driving growth. Don’t get left behind or left out.

Moderator:
Antoinette Rodriguez – Social Media Editor, Financial Advisor Magazine
Speaker:
Niharika Shah – GM, Clout by TIFIN

B: TBD

Speaker:
TBD


3:40 pm – 4:00 pm
Break in Exhibit Hall


4:00 pm – 4:30 pm
Breakout Session

A: Democratizing Commercial Real Estate
Private real estate has traditionally been an inaccessible asset class — particularly for women, minority communities, advisors and those that belong outside of a select group of high-powered institutions. Currently, we are experiencing a fundamental shift in the accessibility and approach to the asset class. Cadre’s Shannon O’Neill will discuss ways in which the private real estate industry has evolved through new technology, barriers to entry that still pose a challenge to investors, and the next trends advisors can expect to see in coming years.

Speaker:
Shannon O’Neill – Director of Direct & Intermediary Sales, Cadre

B: From Ordinary to Unforgettable: How Top Advisors Blend Out
The financial advice industry is fiercely competitive and it’s getting harder and harder to capture prospect attention. How can advisors’ market themselves in a way that is captivating and irresistible to prospects? How can they blend out instead of blending in? (SPOILER ALERT: People don’t care about the services advisors offer; they only care about one thing.)

Speaker:
Diana Cabrices – Vice President of Enterprise Development, Snappy Kraken


4:35 pm – 5:25 pm
General Session

Retirement Happiness In The Age Of Longevity
Advisors spend decades helping clients achieve financial security but priorities change when individuals retire. In this session, three experts will examine how clients can find happiness and meaning when they stop working, while retaining vitality and overall financial wellness.

Moderator:
Tracey Longo – Washington Editor, Financial Advisor Magazine
Speakers:
Michael Finke – American College
Cheryl Holland – Founder, Abacus Planning Group
Catherine Seeber – Vice President and Financial Advisor, CAPTRUST


5:30 pm – 6:45 pm
Happy Hour In Exhibit Hall

June 23, 2022

7:00 am – 7:50 pm
Breakfast In Exhibit Hall


7:55 am – 8:00 am
Chairwoman Opening Remarks

Antoinette Rodriguez – Social Media Editor, Financial Advisor Magazine


8:00 am – 8:50 am
Morning Keynote

The “Super Power” of Successful Female Financial Advisors
Female financial advisors make up a small portion of our industry. The good news is we have a distinct advantage. Women advisors possess a “super-power” that once harnessed, can give you a huge edge in this business. In this fast-paced presentation, Erin will demonstrate exactly how she used her super power to market to HNW prospects and was able to close those prospects in her first meeting.

Attendees will learn: What exactly is your “super power” and how can you use it to your advantage?

Speaker:
Erin Botsford – Founder, The Advisor Authority


8:55 am – 9:45 am
Breakout Session

A: A Reality Check For Women In Retirement

Speaker:
Kristen Billows – Regional Vice President, Jackson National Life

B: What The SECURE Act Means For Retirement Withdrawals

Speaker:
TBD


9:50 am – 10:40 am
Breakout Session

A: Social Security And Roth Conversions: A Focus On Women
In this session, a top academic expert will discuss the following: 1) when single women should claim Social Security benefits and 2) when each partner of a married couple should claim Social Security benefits. He will then present two claiming strategies that every widow should consider after the death of her spouse, one of which will likely be her best claiming strategy. Finally, he will explain why making Roth conversions while both partners are alive may reduce a married couple’s lifetime income taxes and their lifetime Medicare premiums. 

Speaker:
Dr. William Reichenstein – Baylor University and Social Security Solutions

B: TBD

Speaker:
TBD


10:40 am – 11:10 am
Refreshment Break in Exhibit Hall


11:10 am – 11:40 am
Breakout Session

A: TBD

Speaker:
TBD

B: TBD

Speaker:
TBD


11:50 am – 12:20 pm
Breakout Session

A: TBD

Speaker:
TBD

B: TBD

Speaker:
TBD


12:20 pm – 1:30 pm
Lunch Keynote

Current Events, Leadership & Women’s Issues

Speaker:
Donna Brazile – Veteran Democratic Political Strategist, Adjunct Professor, Author, and Syndicated Columnist


1:30 pm – 1:40 pm
Chairwoman Closing Remarks

Antoinette Rodriguez – Social Media Editor, Financial Advisor Magazine