- Gain Cutting-Edge Insights: Learn the latest trends and strategies in wealth management, including US election impacts, AI integration, and client acquisition.
- Enhance Professional Skills: Focus on personal and professional growth with sessions on self-management, emotional intelligence, and effective communication.
- Empowerment Through Diversity and Inclusion: Explore supporting women investors and redesigning career paths with practical strategies for a diverse client base and workforce.
- Interactive Learning: Participate in think tanks, panel discussions, and workshops for active learning and real-world application.
- Networking and Mentorship: Utilize networking breaks and mentorship sessions to build professional relationships and learn from industry leaders.
- Redesign Your Professional Pathway: Discover new career trajectories and organizational support for your professional journey.
- Navigate the Changing Landscape: Understand post-election impacts on market confidence, asset allocation, and regulations.
- Differentiate Your Strategy: Enhance your approach to various client segments, including women investors and NextGen clients
- Develop Meaningful Mentorships: Maximize mentorships for leadership, empowerment, and professional growth.
- Deepen Client Connections: Create impactful connections with clients, teams, and communities.
- 181 Varick St, New York, NY 10014, United States
- Tel: +1 212-414-8282
- 370 Canal St, New York, NY 10013, United States
- Tel: +1 212-966-3400
- 231 Hudson St, New York, NY 10013, United States
- Tel: +1 212-342-7000
Women Advisor Summit New York 2024
About the Event
Join us for the Women Advisor Summit New York on November 6, 2024, at Tribeca 360 in New York. This event is dedicated to celebrating the growth and empowering women in the wealth management industry. The summit is a unique platform where women advisors and their allies can connect, share experiences, and explore the latest industry trends. Attendees will enjoy a seamless experience filled with insightful sessions, interactive workshops, and invaluable networking opportunities. Get ready to enjoy a day of community, connection and professional development.
Continuing Education
Denoted sessions have been accepted by the CFP Board for CE credit, and can be reported for CFP® certification & renewal.
Denoted sessions have been accepted by the Investments & Wealth Institute for CE credit, and can be reported for CIMA®, CPWA®, RMA® & CIMC certification & renewal.
Event Details
Why Attend
What You'll Learn
Featured Speakers
Sponsors
Meet the sponsors and partners of Women Advisor Summit New York
Gold Sponsors
Silver Sponsors
Associate Sponsors
Official Educational Partner
Hotels Nearby
Courtyard Manhattan SoHo Hotel
Book your group rate via the reservation link. The discounted rate is valid until October 11, 2024, or when rooms sell out.
Room rate: $409 per standard room/night
Cut-off date: October 11, 2024 or when rooms sell out.
Check in: 3pm Check out: 12pm
Hotel Parking: Off-site parking, fee: $60.00 USD daily
Cancellation policy: A cancellation fee of one night's room and tax will apply to any reservation cancelled after midnight, 72 hours prior to arrival date.
Sheraton Tribeca New York Hotel
Book your group rate via the reservation link. The discounted rate is valid until October 4, 2024, or when rooms sell out.
Room rate: $345 per standard room/night
Cut-off date: October 4, 2024 or when rooms sell out.
Check in: 3pm Check out: 12pm
Hotel Parking: Off-site parking, fee: $55.00 USD daily
Cancellation policy: The hotel requires a 7-day cancellation policy on each individual group reservations. Should your guests cancel within 7 days of arrival a cancellation fee for room and taxes will be charged for each night of the reservation.
Arlo SoHo Hotel
Book your group rate via the reservation link. The discounted rate is valid until October 18, 2024, or when rooms sell out.
Room rate: $299 per standard room/night
Cut-off date: October 18, 2024 or when rooms sell out.
Check in: 3pm Check out: 12pm
Hotel Parking: Off-site parking, fee: $65.00 USD daily
Cancellation policy: A cancellation fee of one night's room and tax will apply to any reservation cancelled after midnight, 24 hours prior to arrival date.
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