• Christina Boris, vice president and client research director at OppenheimerFunds, who is the architect of The Generations Project for the firm. Her current studies include advisor sentiment about wealth transfer, next-generation financial advisory practices, the shifting generational needs of high-net-worth families.
• Marlena Lee, co-head of research for Dimensional Fund Advisors. Lee works closely with Dimensional’s clients on a variety of investment-related initiatives and questions. Previously, she worked as a teaching assistant for Professor Eugene Fama while she earned her Ph.D. in finance at the University of Chicago Booth School of Business.
FA’s Inside Retirement conference will immediately follow the Invest In Women conference. In its 10th year, Inside Retirement focuses on the changes clients face as a result of increases in longevity and how that impacts advisory practices. It also provides insight on issues for advisors who provide advice to small businesses on retirement plans, such as 401(k)s.
The events will also offer pre- and post-conference workshops. On April 29, immediately before the Invest in Women conference, FA has assembled a pre-eminent team to answer your key questions on planning for a sale of your practice. Following Invest in Women on May 1 and leading in to Inside Retirement, the ever-popular Susan Bradley, founder of the Sudden Money Institute, will present the workshop “In The Client's Shoes."
Registration is now open for both FA’s Invest In Women or Inside Retirement conferences.
Financial Advisor magazine is a publication of Charter Financial Publishing Network, based in Shrewsbury, N.J. CFPN publishes magazines and websites, as well as produces conferences and other events, for financial advisors throughout the country.