With the rapid speed of technology development, along with the social climate of today and shifting investor expectations, the financial landscape continues to change, creating endless opportunities for women fiercely seeking a career that will challenge and excite them every step of the way.

And, let’s face it, a career in finance opens up many doors, and not just in the United States - but around the world, and we want to be part of it! With an increased focus on market expansion, this can lead to global opportunities to shape the economic growth of the economy; a chance for women to have a voice at the table. A place to share ideas. A platform to shape the future of finance, and that feels good to us.

• We want to create forums that bring women DisruptHers to the table

• To establish a line-up of female conference speakers and webinar hosts

• To create outlets where women can gain valuable skill-sets and techniques

• To provide flexible options for women to achieve their advanced credentials

• Offer scholarships so women can obtain their certification

Women in Wealth Management: Creating a Framework for Success

The financial landscape continues to trend toward females obtaining more wealth, creating endless opportunities for women seeking a career that will challenge and excite them in the wealth management industry. There exists a formula for success to open more doors to the industry and access to these clients. The speakers will walk you through the framework below so you can learn how to support women achieving senior-level leadership positions, build confidence with new skillsets to solve the most complex investor challenges and provide a network for knowledge sharing between exceptional women.
All advisors, both male and female, are welcome to attend. 
1 CE for CIMA^®️, CPWA^®️ & RMA^®️ certificants

September 12, 2021 | 5:30 - 7:30 p.m. CST

Sponsored by:            
 

Empowering Women To Own Their Financial Futures

Virtual Women in Wealth Reception at Ace Academy 2021

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.

April 26, 2021 | 6:30 - 7:30 p.m. EST