This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn

Newport Beach
Women Advisors Forum San Francisco
November 20, 2014 — Hilton San Francisco Financial District

The Women Advisors Forum San Francisco brings together top financial advisors and planners to address the needs and interest of women in the profession. The Forum’s program shares the latest strategies for practice growth, network building, and sustaining success in today’s shifting markets.

Featured Speakers

Kelly Cruz
Kate Holmes, CFP
Erica McGinnis
Jennifer Williams-Bulkeley
Kelly Cruz
Founder & Managing Director
Cruz Consulting Group
Kate Holmes, CFP
Belmore Financial LLC
Erica McGinnis
President and CEO
Advisor Group
Jennifer Williams-Bulkeley
Managing Partner
AOC Investment Advisors

Registration – Join this Influential Network!

Pre-registration closes Tuesday, November 18. Click here to register, or call Maria Lentz at (212) 803-6076. Don’t forget to ask about our discounted group rates!

Thanks to our Series Sponsors

TD Ameritrade Institutional Raymond James

Connect with hundreds of top financial advisors. For more details on sponsorship packages, contact Michael Schott at or 212-803-8567.