Log In
Log In

The Advisor Summit

August 23, 2023

12-4pm CT

A Virtual Event Dedicated to Growing a Financial Advisor's Offer

Building a Fearless Advisor Practice

Wednesday, August 23, 2023

12PM - 4PM CT

You will learn 3 high-impact strategies

Women & Planning

12:15pm CT

Women's Planning Needs: The Financial Planning Trifecta


The focus is on Insurance Needs of Women, Personal Finance Needs of Women, and Investing Needs of Women


Moderated Panel

Scott Heinila - Moderator

Insurance Representation: Beth Moss

Personal Finance Representation: TBD

Investment Representation: Beth Wahlig

Tech Talk

1:30pm CT

Tech Talk: Everyday People Need Everyday Planning


Asset-Map presentation by Adam Holt and/or Alison Susko

Marketing Matters

2:45pm CT

Marketing Matters: Let's Get Loud!


Proud Mouth presentation by Matt Halloran

Our Speakers

We bring the best to you (and they all are members of Females and Finance, too!)

Scott Heinila

PCN Insurance


Business Owner - Husband - Father - Friend - Sports and Fitness Enthusiast - Risk Management Solutions Specialist - Optimized Advisor Podcast Host

Beth Moss

PCN Insurance

Females & Finance

Helping Financial Professionals Build Their Business & Grow Client Relationships. Annuity, Life & Long Term Care Expert

Beth Wahlig

MRA Advisory Group


Wealth Advisor with Innovative Steps to Achieving Financial Security; Leader in Sustainable Investing

H. Adam Holt

Asset-Map


CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.

Alison Susko

Asset-Map


Vice President of Community

TBD

Personal Finance


need bio

TBD

Holding


need bio

Matt Halloran

Proud Mouth


Your Friendly Neighborhood Influence Expert

Sheryl Hickerson

Females and Fiance


CEO of Females and Finance where we are focused on how Women Will Change Financial Services™ by providing a support network to hire, mentor, train, and advance 100,000 women in the profession by 2025. 

Reminder: We are limited to 100 attendees!

Registration is Open!

We simply can't do this work without our Sponsors!

Join Today!

Support and Networking Has Never Been This Easy!

Follow us

©2024 by Females and Finance®, LLC

2908 Woodbridge Creek Drive, St. Louis, MO 63129

Call/Text | ‪(636) 233-4200‬

Your cart is empty Continue
Shopping Cart
Subtotal:
Discount 
Discount 
View Details
- +
Sold Out