Back to
Questions? Call: 1-800-970-4355
Event Overview

Event Overview

Women live longer than men. They have different risk preferences. They take more career breaks. They think differently, and statistically make better investors than men. And they must take charge of their finances, for themselves and for their family.

This free half-day event is designed to address the unique financial needs, wants, and desires of women to help them build a sound financial foundation for themselves and their families and protect their portfolios in good economic times and bad. 

If you've ever wanted to take control of your financial future, but didn't know where or how to get started, this is the event for you!

Attend Free


Gerri Walsh

FINRA Investor Education Foundation


Kathleen Hartnett-White

Armstrong Center for Energy & the Environment

Distinguished Senior Fellow and Director

Christine Benz

Morningstar, Inc.

Director of Personal Finance

Justina Lai

Wetherby Asset Management

Director of Impact Investing

Janet Brown

NoLoad Fund*X


Amy Smith

Investor's Business Daily

National Speaker

Kate Stalter

Better Money Decisions

CMO & Senior Financial Advisor

Jeffrey M. Verdon, Esq.

Jeffrey M. Verdon Law Group


Edie Rodriguez

Crystal Cruises LLC

CEO and President

Kim Githler


Chair and CEO

Catherine Avery

Catherine Avery Invesment Management (CAIM)


Kym McNicholas


Anchor, Reporter, and Producer

What You'll Learn

  • Money, Life, and Understanding Yourself
  • Why Women Outshine Men at Investing
  • Asset Allocation & Diversification Strategies
  • Building a Portfolio of Stocks, Funds, and ETFs
  • Learn How Top Financial Advisors Protect & Grow Client Portfolios
  • Advances in Technology, Biotechnology, Emerging Markets, and Other Sectors and Their Impact on Your Portfolio


Lunch Sponsor