WLA’s pre-conference event in Denver—register and receive complimentary registration to the full 3-day Fearless Investing Summit (Feb 18–20)
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Bolder Together Agenda (3.0 CFP CE)
February 18 | 8:30am- 12:30pm
8:30 AM | Bolder Together: Welcome & Vision Kick off the morning with a high-energy introduction to our mission and the fearless community of women ready to reshape the industry.
8:50 AM | Empowering Keynote: Fearless with PurposeFeaturing Cary Carbonaro, CFP®
As women take the helm of global wealth, how do we optimize our skills to meet the moment? Nasdaq Advisor Council member and best-selling author Cary Carbonaro shares data-driven insights and strategies to help you scale your business by creating deep, loyal connections with the modern client.
9:30 AM | Inspirational Panel: Joyful DisruptorsFeaturing Bridget Grimes, CFP®; Laura Webb, CFP®; and Kristina Meyers
Meet the women going “their own way.” This candid conversation explores unique strategies for innovation and leadership, proving that disrupting the status quo is the fastest path to success.
10:30 AM | Energizing Wellness Workshop: Her Energy AdvantagePresented by Stephanie Gularte, Certified Wellness Practitioner and Health Coach for Women;
Her Energy Advantage will inspire you to cultivate your hidden super power with powerful insights that challenge you to reimagine your approach to wellbeing while optimizing your energy for personal and professional success and fulfillment.
11:30 AM | Future-Facing Conversation: How We Get There Together An interactive, facilitated session where we move from listening to doing. We will brainstorm and commit to the bold actions needed to ensure women remain the driving force of wealth management’s future.
12:15 PM | Closing: Building Our Momentum Final thoughts and a launchpad
The Women’s Leadership Alliance for Financial Advisors presents
Fearless Women: Bolder Together
An empowering pre-conference event at the annual Fearless Investing Summit
Free Admission to pre-conference event (Space is limited) + complimentary registration to 3-day Summit
Women are the future of wealth management, but reaching that future requires more than just participation, it requires fearless conversations, bold leadership, and collaborative action. Join the WLA for an exclusive experience preceding the Fearless Investing conference in the heart of Denver.
Engage in thought-provoking conversations with women leading change in wealth management, connect meaningfully with peers and industry leaders, and enjoy a curated attendee experience featuring gifts, membership promotions, event video coverage, and complimentary food and beverages.