Empowering Women to Own their Financial Futures

Virtual Women in Wealth Reception at
Ace Academy 2021
 

Join our Women in Wealth Reception on April 26, 2021 from 6:30 - 7:30 p.m. EST to learn how you, as an advisor, can help empower and educate your female clients on the best ways to fulfill their financial potential. 

REGISTRATION & FEES (USD)

Complimentary, with the option to donate to our scholarship fund

Register

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Empowering Women to Own their Financial Futures


Over the last half-century, women’s roles have evolved and changed, and while strides have been made, women still fall behind men financially in terms of earnings, investing, and retirement savings. As an advisor, you can help empower and educate your female clients on the best ways to fulfill their financial potential. While traditional investing programs have ignored the unique experiences of women that impact their financial lives, modern plans acknowledge the unique circumstances that impact women more than men, including caregiving, gray divorce, and widowhood. Whether you are just starting your career, redefining wealth, planning philanthropic giving, or helping your clients retire, there are steps to help your clients become more confident and empowered when dealing with finances. Walk away with actionable takeaways that allow your clients to take charge of their financial futures at any life stage. 

Receive 1 premiere CE credit for CIMA®, CPWA®, and RMA® certifications. CFP credit is pending.


Featured Speakers


Angie OLearyAngie O’Leary
Head of Wealth Planning, U.S. Wealth Management

Angie O’Leary is head of Wealth Planning at RBC Wealth Management-U.S. In this role, O’Leary and her team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors. O’Leary is a 25-year veteran of the financial services industry, most recently serving as the head of investment solutions for U.S. Bank Wealth Management where she was responsible for investment product management, desktop tools and digital investment capabilities. She also oversaw the business line’s mutual fund and insurance product distribution relationships. Prior to her career at U.S. Bank, O’Leary previously held leadership positions at UBS and Piper Jaffray. She sits on several industry roundtable and advisory boards and is often asked to contribute her expertise. O’Leary has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is an advocate for women and their financial success.

 

Leslie GellerLeslie Geller, J.D., LLM, Wealth Strategist
Capital Group
 
Leslie Geller is a wealth strategist at Capital Group. She has 14 years of industry experience and joined Capital Group this year. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Clearly Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University.  Leslie is based in Los Angeles.
 
 
Jennifer Pearce

Jennifer Pearce
VP, Business Development

Jennifer’s role in Business Development affords her the opportunities to serve not only as an advocate for Transamerica but to create mutually beneficial relationships for Transamerica and its distributors.That means securing product approvals and creating new, or expanding upon existing, sales opportunities that address the needs of all parties involved. Her top priority is to ensure that the relationships between Transamerica and distribution partners is at its best. She does this by partnering across business lines to drive a consistent high level experience focused on solutions that meet customer needs.

Kelly Walsh, CIMA®, RCC®​Kelly Walsh

Coast Capital Wealth Management (British Columbia)

Kelly Walsh has been an active member since 2006. She is National Director Wealth Management Advisory Services at Coast Capital Wealth Management. During her 25 years in the financial services industry, she has held a variety of leadership positions with Raymond James and BMO Wealth. She earned a bachelor's degree and business administration certificate from the University of Victoria in British Columbia and the Registered Corporate Coach designation from Advantage Coaching and Training and the Worldwide Association of Business Coaches.

Special Thanks

 

Capital Group logo      RBC Wealth Management      TransAmerica logo