Women are becoming the primary decision makers on the retirement plans, taking on CEO, CFO and Managing Partner roles – what could that mean for your focus and practice?
A very special panel of top women advisors at the NAPA 401(k) Summit will provide insights on how having a female presence and voice in your practice can help you build and maintain your business going forward.
At this session, featuring Leah Hill, Partner, Director-Retirement Plan Services, Shepherd Financial Services; Pat Wenzel, Managing Director, Senior Financial Advisor, Merrill Lynch Wealth Management; and Kelli Davis, Vice-President of Retirement Plan Consulting at CSi Advisory Services, you’ll hear about:
- The challenges they have encountered and overcome and how you can manage those same challenges
- How women are uniquely positioned to gain new business in the future
- Strategies for encouraging a new generation of women in this industry
The 2020 NAPA 401(k) Summit – you can’t afford to miss it.
Check out the agenda at https://napasummit.org/schedule/
And register TODAY at https://napasummit.org.
