Women are increasingly taking the lead in financial decision-making—across generations, wealth levels, and life stages. This event is designed to help advisors better understand, connect with, and serve this powerful and growing client base.
Through thoughtful conversation and expert insight, we’ll explore how women approach money—from values-driven investing to philanthropy to legacy planning—and why the traditional approach to financial advising needs to evolve.
Whether you’re looking to deepen relationships with existing clients or build trust with the next generation of women investors, this event will leave you with fresh perspective, actionable insights, and a clearer view of what it truly means to meet women where they are.
Speakers
What You’ll Walk Away With:
- Real-world frameworks for building trust and value in conversations with female clients
- Full recording + resources package, so you can revisit insights or share with your team
- A clearer understanding of how women approach wealth across life stages
- Insight into what’s driving advisor loyalty—and advisor turnover—among women
- Fresh perspective on how to evolve your practice to meet the expectations of today’s (and tomorrow’s) decision-makers
Who Should Attend:
Financial advisors, wealth managers, and marketing leaders ready to:
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Tap into an underserved market that’s growing fast
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Align their services with the needs and values of women investors
- Future-proof their practice before the $84 trillion baton gets passed
Agenda
Opening Remarks
The Power of Her Portfolio
11:00AM ET – 11:05AM ET
Speaker: Paula DeLaurentis, CEO of Equities.com
Keynote
11:05AM ET – 11:30AM ET
Keynote Speaker:
Leslie Samuelrich, President of Green Century
The Rise of Next Gen Women
Connecting with the next wave of female decision-makers
11:30AM ET – 12:15PM ET
Moderator:
Josean Fernandez, CAIA, Managing Director, Head of Intermediary Distribution at Parnassus Investments
Speakers:
Danielle Darling, CDFA®, Financial Advisor, LPL Financial
Laura Dix, CFP, CDFA, Chief Executive Officer and Wealth Advisor, Legacy Financial
As women rise in both influence and investable assets, a new generation of female clients – and advisors – is reshaping the wealth management industry. In this panel, leading voices from LPL and Parnassus discuss how emotional intelligence, values-based planning, and authentic communication are redefining what it means to serve women well. From acquiring practices to building trust across family lines, the panel explores actionable strategies for advisors who want to stay relevant in the era of intergenerational wealth transfer, sustainable investing, and client experience that meets women where they are.
Money on Her Mind
How women think—and feel—about money
12:15PM ET – 1:00PM ET
Moderator:
Patricia Lizarraga, Chief Investment Officer, WCEO ETF | Managing Partner, Hypatia Capital
Speakers:
Cary Carbonaro, CFP®, Managing Wealth Advisor, Ashton Thomas Private Wealth
Lazetta Rainey Braxton, MBA, CFP®, Founder & Managing Principal, The Real Wealth Coterie
Despite controlling a growing share of investable assets, many women still report feeling dismissed, misunderstood, or underserved by the financial industry. This session pulls back the curtain on the emotional, psychological, and communication dynamics that shape how women experience wealth—and what they truly want from their advisors. Through candid conversation and lived experience, the panel will explore why fear, trust, and values play an outsized role in women’s financial decisions, and how advisors can move beyond assumptions to build deeper, more durable client relationships.
Spotlight Session:
A Discussion about Empowering Women Investors in a Changing Market
1:05PM ET – 1:30PM ET
Moderator:
Paula DeLaurentis, CEO of Equities.com
Speakers:
Katherine (Katie) Klingensmith, Chief Investment Strategist, Edelman Financial Engines and
Emily Green, Head of Wealth Management / Advisor, Ellevest
Women are taking a more active role in managing their portfolios, analyzing risk, and evaluating opportunities. As access to financial information expands and digital platforms reshape how advice is delivered, investor behavior is shifting in ways that challenge long-held industry assumptions. This session explores how women are engaging with markets, how firms are adapting their strategies to meet a broader range of investor needs, and what innovation looks like when it’s grounded in data, not stereotypes.
Women, Philanthropy & Values-Aligned Investing
1:30PM ET – 2:15PM ET
Moderator:
Meghan McCartan, Financial Industry CMO
Speakers:
Stephanie Diamond, CAP®, Director of Client Impact, BBR Partners
Randall Strickland, Director, Client Portfolio Manager, Westfuller
Women are gaining control of unprecedented wealth and are making decisions that reflect more than just returns. They are asking harder questions, seeking transparency, and using their capital to support the issues they care about. This session looks at how advisors can meet that demand with actionable strategies in values-aligned investing and philanthropic planning. Panelists will share how they guide clients in defining what matters, building aligned portfolios, and making giving more intentional—all while maintaining investment discipline and earning long-term trust.
Closing Remarks
2:15PM ET – 2:20PM ET
Speaker:
Kelley Carney, Content and Business Development Manager, Equities.com
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