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: [email protected]. 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.
