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

Ambassador Circle: Tri-State (NY, NJ, CT)

Co-Chairs: Cristina Curiale & Kelli Lanino

Join Ambassadors in CT / NJ / NY for a virtual meeting to organize efforts to help champion needs and opportunities specific to your community.

This quarterly meeting will focus on “The Xs and Os of Teaming.” Specifically, how we work together more effectively, strengthen collaboration, and create better outcomes through intentional teamwork.

Come ready to talk about:

– What’s working well within our teams

– Communication wins and breakdowns

– Accountability and follow-through

– How we support one another during challenges

– Opportunities to improve collaboration and trust

– Ideas for stronger alignment moving forward

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!

Candid Conversations Webinar

The Realities of Ownership: The Good, the Bad, and the Ugly of Running an Independent Practice

In partnership with Equita Financial Network

The dream of launching your own firm often centers on freedom and independence, but what does the day-to-day reality actually look like? Whether you are already at the helm of your own practice, weighing the risks of entrepreneurship, or deciding if the corporate path is your best fit, this raw and honest conversation is for you.

Join us for a “no-fluff” panel discussion featuring women who have lived the highs and lows of the independent path. Our diverse panel, ranging from an industry icon with nearly five decades of experience to a rising advisor who recently took the leap, will pull back the curtain on what it truly takes to build, evolve, and sustain a practice.

We will explore multiple affiliation models (from fully independent RIAs to firm-affiliated platforms) to show that there isn’t just one “right” way to succeed. This isn’t a sales pitch for entrepreneurship; it is a transparent look at the tactical hurdles and the rewarding “wins” of going your own way.

Panelists include:

Judith McGee, L.H.D., CFP®, ChFC

Bridget Grimes, CFP®

Carolyn Masline, CFP®, CDFA®

Jackie Walsh, CPA, CFP®

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

Advisor Insights Webinar

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

This webinar introduces the application of artificial intelligence (AI) to support activities within the financial planning process. Drawing on examples of AI-enabled tools, participants will examine how technology can assist with organizing client information, summarizing financial data, and supporting the development of planning strategies across multiple financial planning subject areas.

Key takeaways from the presentation:

· Real-World Use Cases: Gain practical insights with real-world examples, demonstrating how AI can be implemented into everyday workflows.

· Explore the power of AI to help you save time by providing comprehensive due-diligence reviews, from dissecting 50-page investment PDFs in seconds to summarizing complex financial data, aiding in more informed decision-making.

· Learn about the transformative impact of AI on client communication and engagement in a compliant manner and how it can help build deeper, more meaningful relationships.

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.

Women’s Wellness

Wrinkles as Vital Signs: A New Way to Understand Your Skin with Dr. Corinne Erickson

Presented by the Southeast Ambassador Circle

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.

Board-certified dermatologist and Menopause Society Certified Practitioner, Dr. Corinne Erickson specializes in medical and aesthetic dermatology through a hormone-informed lens. She is the author of The Skin Pause Substack, where she reframes skin as a vital sign of overall health and aging, helping women move from reactive treatments to strategic, biology-driven care.

Inside Women’s Alliance – Connecting as a New Member

Join us for a brief introduction to the Women’s Alliance Ambassador Community. Learn how to connect with fellow members, access community resources, engage in events and discussions, and make the most of your ambassador experience from the start.

Whether you’re new to the community or looking to become more involved, this session will help you build meaningful connections and navigate the opportunities available to you.

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.

Early Insights Webinar

Present for Results: Turning Advisor Events into Predictable Growth with AdviseHer Consulting

Presented by the Early Career Advisor Circle

Transform every advisor event into a high-impact growth engine. This dynamic webinar introduces a structured content creation and authentic delivery framework that empowers advisors to build trust quickly, communicate value with clarity, and confidently engage audiences.

Learn how to move beyond one-off presentations and turn every event into a repeatable system for predictable client growth—where stronger connections lead naturally to stronger pipelines.

Walk away with practical strategies to elevate your presence, sharpen your message, and consistently convert meaningful conversations into lasting client relationships.

Future Insights Webinar

Reinventing Your Career: Women Moving Into Financial Advising

Presented by the Future Advisor Women’s Circle

Thinking about a career change that offers purpose, flexibility, and meaningful impact?

Join the Women’s Alliance Future Advisor Women’s Circle for an engaging panel conversation designed specifically for women considering a transition into financial advising.

In this webinar, women who successfully pivoted from other professions into financial advising will share their personal journeys, the transferable skills that helped them succeed, and what surprised them most about entering the profession.

You’ll learn how professionals from fields like education, business, healthcare, and corporate leadership have leveraged their experience to build fulfilling careers helping others navigate important financial decisions.

We’ll discuss:

• Why financial advising is a natural fit for many women changing careers

• Transferable skills that translate well into the profession

• How to explore the field before making a full transition

• Education, licensing, and training pathways

• How mentorship and community can support your transition

Whether you’re early in your exploration or actively considering a career pivot, this conversation will help you better understand how financial advising could become your next professional chapter.

Women’s Wellness

Unmute Your Body: Reclaiming the Signals You’ve Learned to Ignore

Presented by Stephanie Gularte

For high-performing women, “success” often comes at the cost of the self, fueled by a habit of silencing the body to get the job done. This intensive women’s wellness webinar bridges the gap between cognitive excellence and somatic intelligence. We will discuss how the mind/body disconnect develops, uncover the hidden costs of this disconnection, and establish a foundation for cultivating a healthy mind/body connection that promotes professional impact and long-term wellbeing.

In this session you will:

Identify the “Success Tax”: Understand the hidden psychological and physiological costs of “powering through” and how ignoring bodily signals leads to long-term burnout.
Reframe Physical Data: Shift your mindset to view physical sensations like tension or fatigue as valuable data points rather than obstacles to be suppressed.
Break the Silence: Discover the specific reasons why high-achieving women are conditioned to tune out their bodies to meet professional and social expectations.
Practice Daily Mindfulness: Learn simple, accessible mindfulness tools to begin re-establishing a consistent and healthy mind-body connection.

Early Career Insights

Financial Advisor Credentials Explained: Finding the Right Fit for Your Career

Presented by the Early Career Advisor Circle

A guided explanation of the major financial advising certifications, what they mean, and how each one shapes career paths in wealth management, investment analysis, and financial planning.

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.

Future Advisor Circle

Co-Chairs: Gyles Headley & Shelina Sayani

A Circle designed to bring together forward-thinking women in financial advising to connect, collaborate, and support one another’s growth in an evolving industry. Through meaningful discussions and shared experiences, members will gain insights, build relationships, and empower each other in their professional journeys to becoming a financial advisor.

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

Build a stronger planning foundation — and feel more confident guiding every client conversation.

Join us for a practical webinar designed for women advisors who want to sharpen their financial planning skills and strengthen the “why” behind their recommendations. We’ll break down the core principles of financial planning in a way that’s approachable, applicable, and easy to use with real clients.

Women’s Wellness

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

This webinar explores how to approach uncertainty and challenges with greater creativity, confidence, and adaptability. It introduces practical creative-thinking concepts that help participants navigate the unknown with more flexibility, empowerment, and a sense of play. The focus is on developing the courage to show up authentically and embrace new possibilities rather than being constrained by fear or perfectionism.

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.

Advisor Insights

Unlock the Influence and Impact of Women Investors

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

JUNE

11

NOON EST

JUNE

17

NOON EST

JUNE

18

NOON EST

JUNE

23

4:30-6:00PM CST

JUNE

25

NOON EST

JULY

9

4 PM EST

JULY

16

4 PM EST

JULY

22

NOON EST

August

10

4 PM EST

August

18

3:30 PM AZ

August

20

NOON EST

August

25

6:00 PM EST

August

27

4:00 PM EST

September

17

NOON EST

September

17

4:30 PM EST

September

23

4:30 PM EST

OCT

8

4 PM EST

OCT

10

NOON EST

OCT

15

NOON EST

OCT

21

NOON EST

NOV

9

4 PM EST

NOV

12

NOON EST

NOV

12

5:00-7:00 PM EST

NOV

19

NOON EST

DEC

8

4:00 PM EST

DEC

15

3:30 PM AZ