THE 2ND ANNUAL
WOMEN ADVISORS SUMMIT
THE YEAR AHEAD
17 April 2024
The Metropolitan Club
One East 60th Street
New York City
Learn and share.
Join AdvisorHub publisher Tony Sirianni and co-host Libet Anderson, President of Concourse Financial, for discussion, networking and professional development. Topics will include investment strategy, practice management and personal and professional growth.
This is an in-person event for advisors only.
Spring in Manhattan
Get the most out of your trip to the city. Our venue is conveniently located on the eastern corner of Central Park. Founded by JP Morgan, the Metropolitan Club has all of the charm and grandeur of New York’s gilded age. Enjoy a walk around the park or visit to Museum Mile standards such as the Met, the Guggenheim or the Frick. For information about hotels in the area, visit our accommodations page.
Agenda
This program was put together with the input of our Women’s Planning Council, a group of women advisors interested in helping their peers succeed.
If you would like to participate in the council and help steer further programming, email us.
| 8:00am | Registration Opens |
| 9:00am | The Year Ahead: Problems and Possibilities Tony Sirianni, CEO + Publisher, AdvisorHub |
| 9:10am | Life Hacks: Getting the Most Out of Your Career Libet Anderson, President, Concourse Financial |
| 9:25am | Speak UP! Presenting for Results for Women! Beth Fitzgerald, Co-founder, AdviseHER Holly Reimel, Co-founder, AdviseHER |
| 9:40am | Embracing Change to Fuel Growth Lisa Policare, CEO, Penn Wealth Planning, Ameriprise Stacia DeWitt, Region Manager, Ameriprise Independent Advisors |
| 9:55am | The Great Wealth Transfer Starts with the Great Wealth Talk
Lena Haas, Head of Wealth Management Advice & Solutions, Edward Jones |
| 10:20am | Destination: Unstoppable. Unleashing Your Power with a Clear Vision
Kristen Kimmell, EVP, Business Development, Osaic |
| 10:35am | Break |
| 10:55am | M&A: Embracing the Next Wave of Industry Growth Samantha Dunn, Regional Director, Avantax |
| 11:20am | Will April Showers Bring May Flowers? How to Position Going into the Election and the Rest of 2024 Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth |
| 11:35am | Ladies First: How Opening the Door for Women Advisors Will Ultimately Change the Industry
Kimberly Sanders, SVP of Strategic Wealth, LPL |
| 11:50am | I’d Rather be a Disruptor Than be Disrupted: 3 Keys for Remaining Relevant in a Quickly Evolving Wealth Market Shannon Spotswood, President, RFG Advisory |
| 12:05pm | Building a Winning Culture
Chris Mone, EVP, Head of Wealth Management, Wedbush |
| 12:20pm | Lunch |
| 1:20pm | 2024 Investing Outlook Katie Stockton, Founder and Managing Partner, Fairlead Strategies |
| 1:35pm | Beyond Numbers: The Emotional and Social Dimensions of Financial Planning
Jody C. D’Agostini, CFP, CDFA, RICP, Senior Partner, The Falcon Financial Group, Equitable Advisors |
| 2:00pm | Five Strategies for Working with Wealthy Women Angie O’Leary, Head of Wealth Planning Solutions, RBC Jackie Larson, Senior VP, Branch Director, RBC |
| 2:25pm | Thematic Investing: The Healthcare Revolution [1 CE Credit]
Arelis Agosto, Senior Healthcare Analyst, Global X ETFs |
| 3:20pm | Break |
| 3:40pm | Stilettos to Spurs: Life Lessons Learned From My Horse
Hilary Kosloske, Senior VP, Portfolio Manager, D.A. Davidson |
| 3:55pm | Divorce For UHNW Couples Sylvia Guinan, CDFA, Senior Vice President – Investments, Wells Fargo Advisors |
| 4:15pm | Discussion Groups Group A: Best Lifestyle “Hacks" Group B: Best Tips for Success in Your Business |
| 4:55pm | Closing Remarks Tony Sirianni, CEO + Publisher, AdvisorHub |
| 5:00pm | Cocktail Reception |
Speakers
Arelis Agosto
Senior Healthcare Analyst
Global X ETFs
Libet Anderson
President
Concourse Financial
Mary Ann Bartels
Chief Investment Strategist
Sanctuary Wealth
Jody D’Agostini
Senior Partner
The Falcon Financial Group
Stacia DeWitt
Region Manager
Ameriprise Independent Advisors
Samantha Dunn
Regional Director
Avantax
Beth Fitzgerald
Co-Founder
AdviseHer Consulting
Sylvia Guinan, CDFA
Senior Vice President – Investments
Wells Fargo Advisors
Lena Haas
Head of Wealth Management
Advice & Solutions at Edward Jones
Kristen Kimmell
EVP, Business Development
Osaic
Hilary Kosloske
Senior VP, Portfolio Manager
DA Davidson
Jackie Larson
Senior VP, Branch Director
RBC Wealth Management
Chris Mone
EVP, Head of Wealth Management
Wedbush
Angie O’Leary
Head of Wealth Planning Solutions
RBC Wealth Management
Lisa Policare
CEO, Penn Wealth Planning
Ameriprise
Holly Reimel
Co-Founder
AdviseHer Consulting
Kimberly Sanders
SVP of Strategic Wealth
LPL Financial
Shannon Spotswood
President
RFG Advisory
Katie Stockton, CMT
Founder, Managing Partner
Fairlead Strategies
About the venue.
The Metropolitan Club was founded by a group of prominent New Yorkers that included among them J. Pierpont Morgan, the first club President. Designed by Stanford White at the height of the American Renaissance, the Club is a social and architectural landmark, cherished by members and guests alike for more than a century. Upon completion, the "Marble Palace", as described by the New York Times, was the largest and grandest of the area mansions.
Read the Club Rules.
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