Ambassador Events

Stay up to date on exclusive invitations to panels, webinars, discussions, and community Circle events.

JULY

1

 

NOON EST

The Power of Women: Investment Strategies for Advancing Gender Equality with Lenore Reiner

Join us for an engaging conversation with Lenore Reiner, Executive Director, Morgan Stanley Investment Management and Senior Responsible Investing Strategy Specialist with Calvert Research and Management, as she discusses how women and their allies can be powerful drivers of change — not just as consumers, but as investors.

Lenore will discuss:
– Why gender equality matters
– How to invest with a gender lens
– How to get started with Responsible Investing

JULY

15

 

NOON PST

Ambassador Circle: Oregon

Chair: Kimberlee Bouska & Natalie Berning

Join Ambassadors in Oregon  for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

JULY

17

 

NOON EST

Ambassador Circle: Tri-State

Chair: Angela Raitzen & Cristina Curiale

Join Ambassadors in the Tri-State Area (NY, NJ, CT) for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

 

Lunch & Learn Topics:

Goal Setting for the remainder of 2025

Tips for staying focused during the summer

*Each member is asked to bring a few ideas to share with the group!

JULY

17

 

3PM CST

Ambassador Circle: Greater Midwest

Chair: Amanda Schneider

Join Ambassadors in the Greater Midwest  for a virtual meeting to organize advocacy efforts to help champion needs and opportunities specific to your community.

AUG

11

 

4PM EST

Ambassador Circle: Florida

Co-Chairs: Alanna Morey & Tori Boswell

Join Ambassadors in Florida  for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

AUG

14

 

4 PM EST

Ambassador Advocacy Circle

Chair: Laura Webb

A Circle committed to advocating for gender equality and promoting thought leadership to empower women and ensure they have a seat at the table across all levels of the financial advising profession.

AUG

21

 

NOON EST

Ambassador Marketplace Showcase

presented by the Early Career Advisor Circle

Join us at the Ambassador Marketplace Partners Showcase — where industry-leading vendors engage and support this community.

From financial services to lifestyle solutions, learn more about the exclusive member benefits through Marketplace to help collaborate and grow your network.

SEPT

23

 

4PM EST

Community webinar

The Great Wealth Transfer Is Female: Are You Prepared to Lead It?

presented by Cary Carbonaro CFP® Professional, MBA | Managing Wealth Advisor | Ashton Thomas

Join WLA Ambassador and Advisory Board member Cary Carbonaro for a powerful webinar inspired by her acclaimed book Women and Wealth. Discover how to navigate and lead through the largest generational wealth shift in history—designed especially for today’s changemakers.

OCT

9

 

4 PM EST

Ambassador Advocacy Circle

Chair: Laura Webb

A Circle committed to advocating for gender equality and promoting thought leadership to empower women and ensure they have a seat at the table across all levels of the financial advising profession.

OCT

20

 

4 PM EST

Ambassador Circle: Florida

Co-Chairs: Alanna Morey & Tori Boswell

Join Ambassadors in Florida  for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

NOV

13

 

NOON EST

Ambassador Circle: Tri-State

Co-Chairs: Angela Raitzin & Cristina Curiale

Join Ambassadors in the Tri-State area (NY, NJ, CT)  for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

 

Lunch & Learn Topic: 

Presentation from Advise Her on: “Finding your Tribe, Level Up Your Pipeline and Create Opportunities for a Great 2026”

DEC

8

 

4 PM EST

Ambassador Circle: Florida

Co-Chairs: Alanna Morey & Tori Boswell

Join Ambassadors in Florida  for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

DEC

11

 

4 PM EST

Ambassador Advocacy Circle

Chair: Laura Webb

A Circle committed to advocating for gender equality and promoting thought leadership to empower women and ensure they have a seat at the table across all levels of the financial advising profession.

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