InvestmentNews: Women Adviser Summit 2018 – Denver, Colorado

As luck would have it, I was able to attend and speak at the InvestmentNews Women Adviser Summit in Denver, Colorado on September 13, 2018. It will also be one of my greatest accomplishments both personally and professionally. (A huge thank you goes out to Theresa Gralinski and Suzanne Siracuse of InvestmentNews for their warmth…

Maybe Beyoncé was right?

If you aren’t a woman, then chances are strong you know one. (There’s at least a 50/50 shot at this, right?) Today, I want to share some powerful numbers with you: In 2015, Fidelity Investments reported: 92% of women want to learn more about financial planning In 2014, Prudential reported: What women want from the financial services…