FPA Women and Finance Knowledge Circle Summit

FPA Women and Finance Knowledge Circle Summit
Monday, September 12, 2016
9:00 AM – 1:00 PM

Invest in Girls, the CFP Board and FPA team up to educate junior and senior high school girls from Baltimore on financial planning during the morning session. The morning session is open on a volunteer basis – sign up to volunteer today.  All completed applications should be sent to the attention of Christine Walsh at: cwalsh@onefpa.org. Note: There are a limited number of positions available for this worthwhile event.

Invest in Girls Morning Agenda:

9:00 Invest in Girls Welcome/Opening
9:10 – 9:55 Inspirational and influential female financial planners will share how
they got into and have succeeded in the financial planning profession
9:55-10:10 Break
10:10-11:40 Choices, the Game of Financial Luck: How Decisions Today Can
Impact Tomorrow
Janet Larsen, CFP®
11:40-12:30 Vision Board 
Working Lunch
12:30 Invest with Girls Closing

The afternoon session features the Women and Finance Knowledge Circle Summit that will discuss challenges for female planners/female clients and how to address the issues to work together in cohesive manner.

Women and Finance Knowledge Circle Summit Agenda:

1:00 – 1:15 Women and Finance Knowledge Circle Summit Welcome
Susan Mitcheltree, CFP® – Principal, Berman McAleer Inc., 2016 Chair of
FPA of Maryland
1:15 – 1:25 Statistics on Women in the Industry
Professor Jocelyn D. Wright, MBA, CFP® – The American College
and State Farm® Chair for
Women and Financial Services
1:25 – 3:00 Which Companies Are Doing “It” Right?
Marguerita Cheng, CFP®, CEO of Blue Ocean Wealth; Fran Cashman,
Managing Director, Co-Head of US Sales at Legg Mason; Rianka
Dorsainvil, CFP®, Founder & President of Your Greatest Contribution
and FPA NexGen President; Deb Kriebel, CFP®, Pinnacle
Advisory Group Partner, Wealth Manager, Financial Planner
3:00 – 3:15 Break
3:15 – 4:45 Breaking Barriers 
Professor and Author Robyn Muncy – University of Maryland;
Janice Cackowski, CFP® – Strategic Wealth Partners; Professor
Jocelyn D. Wright, MBA, CFP® – The American College and State
Farm® Chair for Women and Financial Services; Laura Mattia, CFP®,
MBA, Ph.D. Candidate
4:45 – 5:00 Closing
5:30 – 7:00 Reception

 

Cost: $59 (including reception)

Call-in to Register:
Register for the FPA Knowledge Women and Finance Knowledge Circle Summit by contacting a Member Services Representative at 800.322.4237.