Successful female advisors from around the country will network and build skills at two separate Women Advisors Forums this month. The first is set for May 15 at the Metropolitan Club in New York; the second is planned for May 30 at the Westin Galleria in Dallas.
Both of the daylong events are tailored to women advisors to help them capitalize on the opportunities that exist within the profession. The events also offer opportunities for advisors to earn CE credits.
In New York, attendees will hear from Michelle Smith, CEO of Source Financial Advisors, who will speak about her decision to go independent. Geri Pell, president of Pell Wealth Partners, will explain the value of acquiring another practice in order to grow.
In Dallas, Joy Kirsch of Kirsch & Associates will discuss how to advise female clients through critical transitions; and Texas Tech educator Deena Katz will help advisors use behavioral finance concepts to frame client conversations.
To join the Women Advisors Forum's online community, visit womenadvisorforum.ning.com. You'll find details on upcoming events in Chicago and Newport Beach, Calif.