Equities.com will host The Power of Her Portfolio, a groundbreaking virtual event designed to equip investment advisors with the insights and strategies needed to connect with and serve the fastest-growing and most influential client segment in wealth management. The program is set for June 18 from 11 a.m. to 2:30 Eastern time.
As the greatest wealth transfer in history unfolds, women are increasingly taking the helm in financial decision-making across generations, wealth levels and life stages. Recognizing this transformative shift, Equities.com’s upcoming summit offers a unique opportunity for financial professionals to deepen their understanding of women’s distinct perspectives on investing, philanthropy and legacy planning.
“Women are at the center of this historic wealth transfer,” said Paula DeLaurentis, CEO of Equities.com. “This event represents our commitment to ensuring financial professionals have the knowledge and resources to serve this critical demographic with the sophistication and intentionality it deserves. When advisors truly understand their female clients’ unique perspectives on wealth, philanthropy and legacy building, everyone wins.”
The event will feature a compelling lineup of industry leaders and expert panelists who will explore how traditional financial advising must evolve to meet women where they are, including embracing values-driven investing, emotional intelligence and authentic communication.
Attendees will gain actionable insights on how to build trust across generations, engage with women’s unique financial goals and adapt to shifting market behaviors fueled by expanding access to information and digital platforms. Whether advisors aim to strengthen relationships with current female clients or cultivate trust with the next generation of women investors, our summit promises fresh perspectives and practical takeaways to elevate advisory practices.
Designed for flexibility, participants can join any session live and will receive access to the full event recording, allowing them to engage on their own schedule. This summit is more than an event, it is a call to action for the financial industry to move beyond outdated assumptions and foster more inclusive, effective advisory relationships, DeLaurentis says.
Ahead of and following the event, we’ll be sharing insightful articles from several of our speakers, including Emily Green, head of wealth management at Ellevest, and Katie Klingensmith, chief strategist at Edelman Financial Engines, to further enlighten and engage you
Registration is now open. Don’t miss this chance to be at the forefront of a seismic shift in wealth management and to empower your practice with knowledge that matters. For more information and to register, visit Equities.com/PowerOfHerPortfolio.
