Earn 2 CE Credits! View Agenda
Learn how to take your practice from successful to extraordinary:
If you're a woman with an investment advisory career - either in one of the major wirehouses, regional brokerages, private banking, bank brokerage divisions, independent firms or RIAs - this is your opportunity to rub elbows with other high-ranking women advisors looking to reach their peak performance.
|All Others (non-Advisors)|
Register online, or call Ingrid Olsen at (212) 803-8456.
Top 4 Takeaways
Check out the Top 4 Takeaways that you cant afford to miss:
|Demystifying Decumulation As the Baby Boomers age, advisors are tasked with transforming their strategies and practices along with them. This session will cover advanced practices in decumulation with strategies designed to prepare advisors for the changing needs of their clients and their practices.|
Social Media and Compliance for the Advanced Beginner. Many advisors have tried it, but it’s not always a home run. This session will offer advice on how to get the most out of social media tool box while staying FINRA compliant.
|2012 Advisors’ Economic Outlook. Your outlook is different than most, you need to know the latest in market trends and best opportunities for your clients. Get the specific information you need to be at the top of your game in 2012.|
|The Multi-Million Dollar Woman. This panel will feature four women with multi-million dollar practices talking about how they got there and lessons learned. This is your chance to hear directly from the industry’s rain-making role models.|