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Creating a Financial Roadmap for Success

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Inspiring & Educating Women to Create a Financial Roadmap for Success

Empowering women through thoughtful sharing of insight, and lessons learned from engaging panelists. Industry experts will share leadership perspectives, tools, and motivational insight as an opportunity to support women to achieve personal and financial success.

The Power of Your Own FAB

(Female Advisory Board)!

Most companies have a group of people that serve as “advisory board members”. Their role is to help provide guidance, recommendations, and insights on a variety of key topics in order to ultimately produce better results for that firm.

So why shouldn’t we apply that same strategy to ourselves as women in the workforce!

This panel will discuss:

The key criteria for selecting your personal FAB
How, when, and why to engage with them
Real-life examples of how the panelists use their own FAB’s including career advancement techniques, addressing difficult situations and salary negotiation strategies.

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2022 Success Savvy Financial Advisory Board

2022 Success Savvy Moderator Suzanne Siracuse

Suzanne Siracuse

Financial Services Industry Executive & Savvy Ladies Board Member

Panel Moderator

Kate Healy

B2B CMO/NextGen Advocate and Board Chair, Foundation for Financial Planning

Shaakira N. Mason-Holloway

Executive Director Market Director Wealth Chase Private Client & J.P. Morgan

Noreen D. Beaman

Vice Chair, Orion Advisor Solutions, Chair of the Destinations Mutual Funds Board

When Women Lead

How to inspire change, build talent, create a path for advancement and make a lasting impact.

Women work to inspire change, build talent, create a path for advancement and make a lasting impact. Join us for a lively discussion with Lauren Young, Reuters Personal Finance & Workplace Expert, as she moderates a panel discussion with leading women professionals.

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