Launching virtually on May 14


As a result of the event changes forced by the global COVID-19 pandemic, InvestmentNews is launching its first Women Adviser Summit of 2020 virtually. The video-conference version will be on May 14 and it will be followed by five traditional Women Adviser Summits in Chicago, New York, Boston, Denver, and San Francisco over the rest of the year.

Instead of a daylong agenda of practice management education and inspirational speakers, the virtual version will feature a two-hour morning session and a two-hour afternoon session, with speakers or workshops lasting about 30 minutes each. Many of the speakers will present condensed versions of their presentations virtually at this free event.

“Our speakers will focus on how to communicate differently with clients and prospects in the face the business challenges we’re all going through now,” said Liz Skinner, InvestmentNews special projects editor, and emcee of the virtual conference.

During the event, social security guru and InvestmentNews contributing editor Mary Beth Franklin will “sit down” with Shannon F. Eusey, CEO of Beacon Pointe Advisors, a $10 billion RIA, to ask about the best practices and operational changes that Eusey has put in place during this unique business climate. 

Also, Susan Kay, vice president of MFS Fund Distributors and a perennial favorite of InvestmentNews’ Women Adviser Summits, will share the strategies that top advisers are using to prove their value to clients during these volatile and uncertain market conditions.

An agenda and registration link for the virtual conference is available on the InvestmentNews website. 

Dates of the five events in cities around the country are available on the InvestmentNews website. 

Written by Investors Wallets

Wells Fargo Student Loan Review

SoFi Money Review — Checking with a Solid Interest Rate