Bank Investment Consultant

Women Advisors Forum New York: Luncheon Keynote: Prudential's 10th Anniversary Study Of The Financial Experience & Behaviors Among Women

Joan Cleveland, Senior Vice President, Business Development Individual Life Insurance, Prudential Financial Inc.

Women Advisors Forum New York: Closing Keynote Presentation During Cocktail Reception

Valerie Brown, Chief Executive Officer, CETERA FINANCIAL GROUP

Women Advisors Forum New York: Keynote Address: Personal Dips, Career Triumphs, Philanthropy & Priorities

Deborah McWhinney, President, Citi Personal Wealth Management, CITIGROUP

Women Advisors Forum New York: Industry Landscape: How Has It Changed And What Are Your Options?

• Understanding the current financial industry work environment in the wirehouse and independent space
• Compensation and Transition Packages being offered
• Competitive Intelligence on Matching an advisor to a particular firm
• How to achieve “back end” bonus incentives that reward raised asset levels in the wirehouse world and how to assess the long term benefits of independence

Mindy Diamond, President & CEO, DIAMOND CONSULTANTS
Christine Baker, EVP Business Development, J.W. COLE FINANCIAL, INC.

Women Advisors Forum New York: Panel Discussion: Reaching Higher Ground

• Advancing career opportunities that break through male-dominated barriers
• It’s lonely at the top- Becoming part of the boys club
• Career Strategies for becoming a leader in the workplace

Saly Glassman Managing Director - Investments, Wealth Management Advisor, MERRILL LYNCH
Clara Sierra EVP, Director of Strategic Alliances, SENTINEL INVESTMENTS
Cathy Weatherford President & CEO, INSURED RETIREMENT INSTITUTE (IRI)
Monica L. Walker, CPA Chief Executive Officer - Chief Investment Officer – Equity, HOLLAND CAPITAL MANAGEMENT
Joni Youngwirth Managing Principal, Practice Management, COMMONWEALTH FINANCIAL NETWORK

Women Advisors Forum New York: Panel Discussion: Secrets of Rainmakers

• The Do's and Don'ts of attracting affluent clients
• Bringing the Art of the Deal to Top-Notch Levels
• Cultivating New Associations in the Pipeline Process
• Building Your Star Performer Image
• Success Strategies & Value Victories
• Gaining the Power of the Purse- Affluent women increasingly now control their family’s wealth management

Alyssa Moeder, CFP Senior Vice President – Investments, MERRILL LYNCH
Geri Eisenman Pell, CFP®, MBA, Private Wealth Advisor Ameriprise, Senior Financial Advisor, GERI PELL & ASSOCIATES , AMERIPRISE FINANCIAL
Margaret Starner, CFP® Senior Vice President, Financial Planning, STARNER GROUP OF RAYMOND JAMES & ASSOCIATES
Joan Valenti, CFP® Financial Consultant, LPL FINANCIAL
Jaleigh White, Senior Vice President, Manager Director of Client Experience, Wealth Planning & Family Office Services, FIFTH THIRD

Financial Behavior in Retirement Summit: Financial Regulation of the Future and Protecting Senior Finances

Author, Robert Pozen, of: "Too Big to Save? How to Fix the U.S. Financial System" describes what he believes financial regulation will look like one year from now. He'll discuss solutions for ongoing problems left by the financial crisis and how that affects retirees today. Hear his advice on arming yourself for the coming battle over Social Security and his ideas about how to close the system's long-term deficit. A must-attend for financial planners and…

Financial Behavior in Retirement Summit: Can We Talk? Critical Behavioral Conversations With Boomers

So much of this past year has been focused on investment expectations, but there's still plenty of other areas that need attention. How can your staff best prepare clients for the necessary discussions with parents, financial support of adult children, and realistic work expectations. Utilizing behavior biases in retirement communications Role playing with your staff to produce better discussions with retirees Gathering wisdom and beginning dialogue around sensitive boomer issues. …