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ACE Academy 2023

Speaker & Session Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Women in Wealth Luncheon: Planning for HNW Clients 

Megan Ekleberry

Presented by
Megan Ekleberry

Vice President, Territory Sales, American Century

Leslie Geller

Presented by
Leslie Geller

Wealth Strategist, Capital Group | American Funds 

Andrea Mody

Presented by
Andrea Mody

Managing Director, Head of Alternatives, Client Solutions Group, Americas, Macquarie Asset Management


Session date and time 
May 1, 2023
12:00 - 1:20 p.m.     

Invitation Only
Hosted by Investments & Wealth Foundation    

Women in Wealth is an educational program series and a community for women practitioners to learn from peers and subject matter experts. Programs are developed by women for women. The theme of the annual Women in Wealth ACE Academy lunch program is Planning for HNW Clients. Join subject matter experts and your peers for an interactive program featuring thought leaders from featured firms, followed by table dialogue. 
 
The program will commence with a mini-presentation by Julie Littlechild highlighting years of research on the needs and preferences of HNW Clients, and organizing the discussion around key differentiators that HNW clients have come to expect from their Exceptional Advisor.

The purpose of the THRIVE Center for Diversity & Inclusion is to foster a profession where financial advisors from all backgrounds THRIVE, thereby fostering a more diverse and sustainable workforce within the profession. THRIVE programs offer educational resources via a community platform and program series designed to provide insights, practical applications and roadmaps for success. Women in Wealth is an educational program series and a community for women practitioners to learn from peers and subject matter experts. Programs are developed by women for women.
 
Thank you to our sponsors:
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Macquarie

 

 

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ACE Academy 2023
April 30-May 3, 2023
San Diego, CA 


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E-mail address

conference@i-w.org

Contact us

+1 303-770-3377

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