Women Forward

is our premier event exclusively for the women in our network where they hear keynote speakers, participate in break-out sessions and financial professional-led workshops, and network with their peers.

is designed to tap the knowledge and expertise of our network’s top-producing male and female financial professionals as they provide real world guidance and share their expertise with financial professionals. Central to this flagship program’s success is its focus on collaboration, education, and networking.

is a podcast for women, by women. It delivers career insights and best practices from financial professionals and industry leaders, right to your electronic device on Apple iTunes or Google Play.

is a sequence of quarterly webinars to support female financial professionals. The webinars focus on best practices, industry trends, and peer perspectives.

professional networking program offers a unique and innovative way for female financial professionals to build a W2W networking group with other trusted female professionals such as CPAs, attorneys, and risk management specialists.

in the form of a library of pre-approved client engagement materials are available to enhance all financial professionals’ interactions with women investors and help them grow their practices.