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Savvy Ladies 2026 Volunteer Summit
The second annual Savvy Ladies Volunteer Summit brings together current and prospective Helpline volunteers for an afternoon of thoughtful discussions, shared best practices, and insights from the Helpline. Join fellow pro bono financial professionals making a meaningful impact and connect with a community dedicated to empowering women through trusted guidance. Register for free below to attend in person or join the livestream.
Tuesday, May 12, 2026, 11:45 AM to 5:00 PM ET
Happy Hour & Networking 5:00 – 6:00 PM
Hippodrome Building, 1120 6th Ave, New York, NY
About the Savvy Ladies Volunteer Community
Savvy Ladies volunteers are CFPs™, CPAs, ChFCs, CLUs, EAs, CSLP®s, CDFA®’s, MSFSs, and MBAs (with a financial planning concentration) who are committed to empowering women through trusted, unbiased guidance. Through the Savvy Ladies Free Financial Helpline, they provide pro bono support to clients, answering financial questions via phone, email, or video call.
If you are a financial professional interested in becoming a volunteer, you’re welcome to join us at the Summit.
If you’re looking to connect with a volunteer for guidance, you can reach out to the Helpline here.
Thank You to Our Sponsors & Partners
Event Sponsor
Volunteer Award Sponsor
Event Space Courtesy of
Agenda & Speakers
11:45 AM
Doors open — light food and refreshments
12:30 – 12:40 PM
Welcome remarks
Judy Herbst
Executive Director, Savvy Ladies
Leslie Tabor
Director, Business Consulting Services, Charles Schwab
12:40 – 12:50
Invest in Others Volunteer of the Year Award
Presented by:
Emily Burns Perryman
CMO, Invest in Others Charitable Foundation
Abby Salameh
Managing Partner with Mercer Advisors, Invest in Others Board Member
12:50 – 1:35 PM
Panel 1 – Purpose, Trust, and Confidence: How Advisors Can Build Credibility By Leveraging Volunteering
Moderator
Leslie Tabor
Director, Business Consulting Services, Charles Schwab
Panelist
Amanda Connaughton, CFP®
Financial Planner at Financial Solutions, Oldham County, Helpline Volunteer and IIO Award Nominee
Panelist
Emily Jaffe CFP®, CDFA®
President, OFC Wealth Management, Helpline Volunteer and IIO Award Nominee
Panelist
Abby Salameh
Managing Partner with Mercer Advisors, Invest in Others Board Member
Panelist
Jordan Tobias
Program Manager, Foundation for Financial Planning
1:35 – 2:20 PM
Money Conversation Circle Facilitator Demo
Led by:
Stacy Francis, CFP®, CDFA®, CES™
Founder, Savvy Ladies and President & CEO at Francis Financial
2:20 – 2:30 PM Break
2:30 – 3:15 PM
Panel 2 – The Confidence Gap: Helping Women Move from Financial Uncertainty to Action
Moderator
Amey Stone
Managing Editor, Barron’s
Panelist
Jayeeta Choudhury CFP®, CDFA®
Vice President, Rivers Edge Wealth Partners, Helpline Volunteer and IIO Award Nominee
Panelist
Stacy Francis, CFP®, CDFA®, CES™
Founder, Savvy Ladies and President & CEO at Francis Financial
Panelist
Hannah Moore, CFP®
Certified Financial Planner™ and speaker
3:15 – 3:45 PM
Financial Education is Stress Prevention Talk
Moderator
Ruchi Pinniger
Founder, Watch Her Prosper and Executive Board Member Savvy Ladies
Panelist
Angela Fertitta-Briley
Executive Director, American Institute of Stress
Panelist
Judy Herbst
Executive Director, Savvy Ladies
Panelist
Michelle McKinnon, CFP®
Wealth Management & Financial Planning Advisor and Helpline Volunteer
4:00 – 4:30 PM
Volunteer Chat
Tracie Wheeler
Director, Savvy Ladies Helpline
Peter Creedon CFP®
CEO, Crystal Brook Advisors, Helpline Volunteer
Christina de Marval, CFA, CDFA®
Wealth Advisor, Target Rock Wealth Management, Helpline Volunteer
Maggie Patrick, CFP®
Vice President, Financial Advisor at Morgan Stanley, Helpline Volunteer
4:30 PM – 5:00 PM
Closing Remarks
5:00 – 6:00 PM
Happy Hour & Networking at STK Midtown
