Savvy Ladies 2025 Volunteer Summit April 28th, 29th

Engage with the Savvy Ladies Pro Bono Community of Financial Professionals

Monday, April 28th 8am – 11am inperson & virtual

Tuesday, April 29th, 8am – 11am virtual

Join us as we build the Savvy Ladies Volunteer Community of Pro Bono Financial Professionals. Savvy Ladies Volunteers are CFPs™, CPAs, ChFCs, CLUs, EAs, CSLP®s, CDFA®’s, MSFSs or MBAs (with Financial Planning concentration). We are coming together for our first annual Volunteer Summit to learn, grow, have thought-provoking discussions, share best practices and lead with empowering insights as we champion women’s financial knowledge forward.

We will talk about addressing female client needs, enhancing communication, recognizing unconscious biases and creating thoughtful and meaningful dialogues to better serve female clients.

The in-person event begins at 8:00 a.m. with continental breakfast and networking at the Hippodrome Building, 1120 6th Ave, New York, NY.

Event space courtesy of Knopman Marks Financial Training

Free Register for In-person and virtual(livestream option)

Join us and together let’s empower women with financial knowledge.

Free. Register to Join InPerson Free. Register to Join Virtually

Stacy Francis CFP®, CDFA®, CES™

Keynote Speaker

Savvy Ladies, Founder and Board Chair Emeritus

Francis Financial, President and CEO

CNBC Financial Advisor Council

Stacy will speak to personal branding, leading with empathy and how to become a thought leader in your field showcasing your passion and expertise that helps to grow, engage and retain clients.