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Women’s Symposium

More than 20 years ago in Marco Island, Florida, the group that would become the Raymond James Network for Women Advisors hosted a meeting that brought together local financial professionals to share insight, nurture connections and celebrate successes. From that first meeting, the Women's Symposium has grown to become an event unmatched in the industry, uniting women from all walks of financial service – and all across the country – for a two-day, jam-packed experience designed to appeal to financial advisors at all stages of their careers.

Attendees choose among interactive seminars, breakout sessions and inspiring presentations from Raymond James leaders and industry experts. The topics and speakers run the gamut, but the goal remains the same: To help women advisors grow their businesses. Afterward, attendees are re-energized and motivated to immediately put new ideas gained from the conference and study groups to work in their practices. The symposium offers fresh perspectives, continuing education and so much more. It's a chance for us to celebrate what we do and find new ways to honor our clients, our community and our lives.

The 22nd Annual Women’s Symposium will be held October 5-7, 2016, at the Waldorf Astoria & Hilton Bonnet Creek in Orlando, Florida. View highlights from the 2015 symposium.

A few of our 2016 speakers include:

  • Carla Harris, Vice Chairman, Wealth Management, Managing Director and Senior Client Advisor at Morgan Stanley
  • Brigadier General Maureen LeBoeuf, Ed.D., First Woman Department Head, United States Military Academy
  • Amy Florian, CEO, Corgenius
  • Cathy Stahl, Global Head of Marketing, PIMCO
  • Susan Story, President and CEO, American Water, Raymond James Board Lead Director
  • Cokie Roberts, journalist and author
  • Joe Coughlin, Founder and Director, MIT AgeLab
Wednesday, October 5

10:00 – 6:00

Conference Registration (Grand Ballroom Foyer)

10:00 – 6:00

Internet Cafe (Grand Ballroom Foyer)

12:00 – 1:00

Networking Lunch (Central Park)

1:00 – 1:30

Michelle Lynch, Vice President, Network for Women Advisors (Grand Ballroom)

1:30 – 2:20

DOL Update (Grand Ballroom)

2:20 – 3:05

Carla Harris, Wall Street Banker, Gospel Singer & Author (Grand Ballroom)

3:05 – 3:20

Break

3:20 – 5:00

Study Groups

5:00 – 5:30

Break

5:30 – 6:30

Fun Run 5K run & 2K walk (Central Park)

6:30 – 9:30

Welcome Reception (Waldorf Promenade & Pool Deck)

Thursday, October 6

6:15 – 7:00

Yoga, sponsored by Columbia Threadneedle Investments (Promenade)

7:00 – 5:00

Conference Registration

7:00 – 5:00

Internet Cafe

7:00 – 7:55

Networking Breakfast / Partner Showcase (Central Park)

8:00 – 8:50

Amy Florian, CEO, Corgenius, sponsored by Ivy Funds (Grand Ballroom)

1 CE Credit: CFP, IMCA (CIMA, CIMC, CPWA), ChFC/CLU

8:50 – 9:35

Cathleen Stahl, Global Head of Marketing, PIMCO (Grand Ballroom)

9:35 – 9:45

Break

9:45 – 10:30 (Breakouts)

Becoming an Insider in Your Natural Market Top Advisor Panel (Carnegie/Broadway)

Cyber Security in Financial Services: Threats and Solutions Andy Zolper (Jade/Lexington)

Legacy Planning through Ethical Wills RJ Trust (Vesey)

Risk Aversion: Behavioral Finance and Investment Portfolios (Madison)

1 CE Credit: CFP, CIMA

Engaging Clients through Technology Josh Bohlander (Church)

10:30 – 10:40

Break

10:40 – 12:30 (Home office workshops)

GPM Plus! Exploring the “Hidden Gems” and “My Way” Functionality of Goal Planning & Monitoring (Vesey)

From Vague Value to Pricing Power: Defining Your Price and Defending Your Fees (Grand Ballroom)

Addressing Advisors’ Top 12 Social Media Gaps (Carnegie/Broadway)

Automate Your Client Review Process (Madison)

A Roadmap to Developing an Effective Succession Plan (Jade/Lexington)

12:30 – 1:30

Lunch / Partner Showcase (Central Park)

1:30 – 2:20 (breakouts)

Financial Literacy Top Advisor Panel (Vesey)

What’s Coming in Technology Josh Bohlander (Jade/Lexington)

Spending & Happiness JP Morgan (Church)

1 CE Credit: CFP, CIMA, CLU/ChFC, CPA/CPE

Acquiring Net New Business John Hancock (Carnegie/Broadway)

Five Keys of Productive Teams PCG Education (Madison)

2:20 – 2:30

Break

2:30 – 3:20

Paul Reilly, CEO Raymond James Financial (Grand Ballroom)

3:20 – 3:35

Break

3:35 – 4:20

Cokie Roberts, political correspondent, sponsored by John Hancock (Grand Ballroom)

4:20 – 5:10

Dr. Joe Coughlin, Founder & Director, MIT AgeLab, sponsored by Hartford Funds (Grand Ballroom)

5:10 – 6:00

Break

6:00 – 6:30

Cocktail Reception (cocktail attire) (Central Park Gardens)

6:30 – 9:30

Awards Dinner/Gala (cocktail attire) (Central Park)

Friday, October 7

7:00 – 3:00

Conference Information

7:00 – 1:00

Internet Cafe

7:00 – 7:55

Networking Breakfast / Partner Showcase (Central Park)

8:00 – 8:45

Susan Story, CEO & President, American Water Works, Raymond James Financial Board of Directors

(Grand Ballroom)

8:45 – 9:30

Brigadier General Maureen Le Bouef, sponsored by Thornburg

(Grand Ballroom)

9:30 – 9:45

Break

9:45 – 10:35 (breakouts)

Help Protect Wealth from Long-Term Care Expenses Lincoln Financial (Jade/Lexington)

Guide to MLP Investing ALPS (Church)

Aging and its Financial Implications: Planning for Housing Legg Mason (Madison)

1 CE Credit: CFP, ChFC, CLU, CRPS, CRPC, CIMA, CIMC, CPWA

Simplifying the Complexities of Wealth Management Wealth Solutions / Portfolio Solutions (Vesey)

Bridging the Gap Between Behavioral Finance Theory and the Real World to Improve Investor Outcomes Stringer Asset Management (Carnegie/Brodway)

10:35 – 10:45

Break

10:45 – 11:35 (breakouts)

The Economy and Stock Market: I Want a Smoother Ride Federated (Vesey)

1 CE Credit: CFP

Gathering Net New Assets Using Unique Approaches Raymond James Bank / PCG Cash Solutions (Jade/Lexington)

Financial Planning in the Shadow of Dementia Transamerica (Madison)

Elite Engagement American Funds (Church)

1 CE Credit: CFP

Sharpen Your Approach: Connect with Affluent Women & Grow Your Business BlackRock (Carnegie/Broadway)

1 CE Credit: CFP, CIMA, CIMC, CLU/ChFC, CPA, CPWA, CRPC, CRPS, RP

11:45 – 12:30

Client Panel (Grand Ballroom)

12:30 – 1:15

Wrap up and meeting end / lunch