Agenda 2020

Spotting Mental Illness In Clients And What To Do About It When It’s Time To Hire A Coach How Estate Planning Conversations Can Lead To Deeper Relationships With Clients How To Spot Financial Domestic Abuse The Lure Of Low-Tax States: Should Clients Move When They Retire? • Women In Transition Getting Your Work Passion Back How Technology Will Improve Long-Term Care Financial Planning Or Financial Therapy: Or Both? Using Social Media To Your Advantage Protecting The Privacy of You and Your Clients Online Help Clients Maintain Their Digital Assets Women And Philanthropy

April 27, 2020

9:00 am – 11:30 am
Pre-Conference Workshop

TBA


12:50 pm – 1:00 pm
Welcome To IIW


1:00 pm – 1:50 pm
Opening Keynoter: TBA


2:00 pm – 2:50 pm
Breakout Sessions

A: Helping Women Discover Purpose And Legacy
Many more women will live to older ages, yet there is so little focus on how to truly make the most of these later years. Instead of ignoring the challenges and opportunities older clients may face, advisors can address them directly and have meaningful conversations about this phase of life that deepen relationships. Learn how to communicate about this uncharted terrain and make a difference that goes far beyond generating financial returns.
Speaker:
Catherine Seeber, CAPTRUST

B:  When Employees Want To Buy The Firm
Many advisors would love to buy the firm where they work. But how can such a transfer be done so it benefits buyers and sellers? Hear advice from those who have been involved in such transactions so you can consider the pros and cons, as well as avoid pitfalls.
Speaker:
Michaela Herlihy, Beacon Financial Planning of Cape Cod Inc.
Other Speakers: TBA

C:  Pumping Up Your Niche
Many people say successful advisors in the future will have to have niche practices. Hear about the interesting client groups that these advisors service, and how that focus jump started their business.
Speaker:
Stacy Miller,  Bright Investments
Other Speakers: TBA


2:50 pm – 3:20 pm
Refreshment Break


3:30 pm – 4:20 pm
Breakout Sessions

A: Give Her The Vision
Financial Advisor magazine, the CFP Board Center for Financial Planning and others are committed to increasing the representation of women in the profession. In this session, women new to financial planning and experienced advisors share their perspectives, concerns and how they might work together to make financial-advice careers a viable, long-term choice for more women.
Moderator:
Jocelyn Wright
, CFP Board Center for Financial Planning
Speakers:
Lauren Locker, Locker Financial Services
Tracy Vaughn, Women’s Leadership Alliance

B: TBA

C: TBA


4:30 pm – 5:20 pm
Keynoter: Lauryn Williams, Advisor and Former Olympian


5:30 pm – 6:30 pm
Cocktail Party In Exhibit Hall

April 28, 2020

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


8:00 am – 8:50 am
Keynoter: TBA


9:00 am – 9:50 am
Breakout Sessions

A: Behavior And Money
How people make decisions about money is poorly understood. Here’s how you can make more sense of it.

B: TBA

C:  TBA


9:50 pm – 10:20 am
Refreshment Break In Exhibit Hall


10:30 am – 11:20 am
Breakout Sessions

A: The Gender Pay Gap: Why Should Investors Care?

B: Economic Outlook: Pocketbook Issues For Women

C: TBA


11:30 am – 12:20 pm
Keynoter: Donna Brazile, Political Strategist and Founder of Brazile & Associates LLC


12:30 pm – 12:45 pm
Brazile Meet & Greet In Exhibit Hall As Buffet Lunch Starts


12:45 pm – 1:45 pm
Lunch Continues, With Dessert


1:55 pm – 2:45 pm
Breakout Sessions

A: Personal Branding
Speaker: Jill Slomski,
Niche Team

B: Helping Clients Make Sense of Health Care
Speaker: Lauren Locker, Locker Financial Services LLC
Other Speakers: TBA


C: TBA


2:55 pm – 3:20 pm
Refreshment Break In Exhibit Hall


3:30 pm – 4:20 pm
Breakout Sessions

A: The Environment And Climate Change: How To Productively Bring The Conversation Into Your Practice
When women want to pair their values with investing, it’s often about looking for ways to contribute to a cleaner environment and finding ways to limit climate change. But how? What are their best options if they want to rid their portfolios of ExxonMobil stock with no cost basis? How can they align their values with fixed-income investments? Are they looking at ALL the impacts of climate change in their financial and life planning? What kinds of questions can you ask clients to show you are interested in their values and how can you help clients build resilience in a rapidly changing world of natural disasters and shifting values? Learn how to deepen relationships with clients by helping them align their values and wealth while giving them new ways to help the world.
Speaker: Lisa Kirchenbauer, Omega Wealth Management

B: Working With Executive Women

C: How To Better Use Tech In Your Practice


4:30 pm – 5:20 pm
Keynoter: Angie O’Leary, Head of Wealth Planning, RBC Wealth Management—U.S.

How Longevity Is Reshaping Advice
An unprecedented population of Americans are living well into their 80s and 90s—most of them women. Not only are they pioneering a new normal of active and independent living, they are fueling economic growth far longer than past generations. But is the wealth management industry ready to serve this transformative population of clients? In this session, Angie O’Leary, head of Wealth Planning at RBC Wealth Management—U.S., will explore how the women of the “longevity generation” will hold an increasingly large concentration of wealth in the United States and how that trend will necessitate change in the industry. The session will touch on the platforms and skill sets firms and advisors need to best serve clients, how firms can best work with families to ensure the best care and quality of life for clients, and how the rising prevalence of dementia and cognitive decline factors into the work advisors do today and in the future.
Other Speakers: TBA


5:30 pm – 6:30 pm
Cocktail Party In Exhibit Hall

April 29, 2020

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


8:00 am – 8:50 am
Keynoter: TBA


9:00 am – 9:50 am
Breakout Sessions

A: New Insight On Women In Retirement
Speakers:
Eleanor Blayney
Marjorie Fox


B: Help Clients With Financial Burdens Of College

C: TBA


9:50 am – 10:20 am
Refreshment Break In Exhibit Hall


10:30 am – 11:20 am
Breakout Sessions

A: The Affect Of Divorce On Social Security And Medical Expenses
Divorce can dramatically affect a woman’s Social Security and medical expenses. Learn key considerations you should review with clients regarding Social Security entitlements and withdrawal strategies that will affect their standard of living. Also, hear how some couples facing serious illness are getting “medical divorces,” what that means and why they are making that choice.
Moderator: Carol Lee Roberts, IDFA

B: TBA

C: TBA


11:30 am – 12:20 pm
Keynoter: TBA


12:30 pm – 3:00 pm
Post-Conference Workshop