Ambassador Circle: Florida
Co-Chairs: Alanna Morey & Tori Boswell
Join Florida Ambassador members for a quarterly circle meeting and special guest, Jennifer Napper, CFP®, CDFA®, Vice President, Investments, Napper Wealth Planning of Raymond James.
Jennifer specializes in working with individuals with current and upcoming complex life transitions, particularly women going through divorce.
Advisor Pathways to Growth with Leah Ryan
Sponsored by Capital Group
Early Career Insights Webinar
Co-Chairs: Autumn Sowders & Anna Malone
NEW Member Circle!
Future Advisor Women’s Circle
Co-Chairs: Gyles Headley & Shelina Sayani
Join members for a supportive women’s circle where future advisors build confidence and clarity as they pursue a financial advising career path.
Ambassador Circle: Tri-State (NY, NJ, CT)
Co-Chairs: Angela Raitzin & Cristina Curiale
A webinar on the X’s & O’s of Teaming
Details coming soon!
NEW Regional Member Circle!
Kentucky | Tennessee
Leadership Team: Heidi King, Katie Centofonti, Mary Ellen Filfas, & Sarah Terrell
Join members and colleagues throughout Kentucky and Tennessee for the Women’s Alliance newest Regional Member Circle!
This new Regional Circle is designed to:
-Spark insightful discussions
-Address shared challenges
-Foster lasting, meaningful connections
-Drive positive change across the financial advising profession
Whether you’re looking to expand your network, exchange ideas, or shape the future of our industry, we invite you to join us!
The Realities of Ownership: The Good, the Bad, and the Ugly of Running an Independent Practice
Candid Conversation Webinar
In partnership with Equita Financial Network
CHICAGO – Community & Conversation Network Event
Advancing Women in Financial Advising
Sponsored by First Trust Portfolios
You’re invited to join the Women’s Alliance Advancing Women in Financial Advising Community & Conversation in the Greater Chicago area. This special in person gathering will bring together Ambassadors, advisors, and allies to connect, to empower, and to inspire advocacy among women in the financial advising industry.
LUXBAR | 18 East Bellevue Place, Chicago, IL 60611
Applying Artificial Intelligence to Support the Financial Planning Process
Presented by Optimal Advisor AI
Sponsored by Manulife John Hancock Investments
1 CFP® CE CREDIT OFFERED
Advisor Insights Webinar
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.
Wrinkles as Vital Signs: A New Way to Understand Your Skin with Dr. Corinne Erickson
Presented by the Southeast Ambassador Circle
Wellness Insights Webinar
Join for a community webinar presented in conjunction with the Southeast Ambassador Circle as Dr. Corinne Erickson introduces the Vital Skin Framework, a new way to understand aging skin by reading biology rather than a cosmetic problem. She translates complex science into a clear, actionable strategy so women can make more confident decisions about skincare, treatments, and longterm skin health.
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.
Ambassador Circle: Arizona
Co-Chairs: Nicole Corning & Jessica Bailey
Join Ambassadors in Arizona for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.
Ambassador Circle: Early Career Advisors
Co-Chairs: Autumn Sowders & Anna Malone
Topic coming soon!
Reinventing Your Career: Women Moving Into Financial Advising
Presented by the Future Advisor Women’s Circle
Future Insights Webinar
Ambassador Circle: Early Career Advisors
Co-Chairs: Autumn Sowders & Anna Malone
Topic coming soon!
Ambassador Circle: Southeast
Co-Chairs: AK Hendrix & Laura Davis
Join Ambassadors in GA, NC, & SC for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.
BOSTON –Community & Conversation Network Event
Advancing Women in Financial Advising
You’re invited to join the Women’s Alliance Community & Conversation in Boston.
This special gathering will bring together Ambassador members, advisors, and allies to connect, to empower, and to inspire advocacy among women in the financial advising industry.
We will also launch a new Regional Member Circle – Greater Boston!
Location details coming soon!
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.
Foundational Concepts in Financial Planning: Applying Core Principles to Client Scenarios
Sponsored by MFS Investment Management
An Early Insights Webinar
1 CFP® CE CREDIT OFFERED
Inspired by Lessons from High Performing Teams, this webinar breaks down what top advisory teams do differently—communication, leadership, and accountability.
The session is designed to strengthen understanding of the analytical and conceptual framework that underpins competent financial planning practice.
Creative Courage: Showing Up with More Ease and Possibility
Creative concepts to help you confront the unknown with more flexibility, empowerment, and playfulness
Presented by Tiffany Baldwin
A Wellness Insights Webinar
More details soon!
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.
Ambassador Circle: Southeast – In person
Co-Chairs: AK Hendrix & Laura Davis
Join Ambassadors in GA, NC, & SC for an person meeting to organize efforts to help champion needs and opportunities specific to your community.
More details coming soon!
Ambassador Circle: Early Career Advisors
Co-Chairs: Autumn Sowders & Anna Malone
Topic coming soon!
Ambassador Circle: Arizona
Co-Chairs: Nicole Corning & Jessica Bailey
Join Ambassadors in Arizona for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.
