A Virtual Event Dedicated to Growing a Financial Advisor's Offer
12PM - 4PM CT
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
1:30pm CT
Tech Talk: Everyday People Need Everyday Planning
Asset-Map presentation by Adam Holt and/or Alison Susko
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.