Women in Exit Planning Symposium

Better Practices for Engaging Women in the Value Acceleration Methodology Journey.

Agenda:

7:00: Breakfast

7:30: Making Connections That Last: Tina Corner Stolz

7:50: Collaborating with Advisors: Angie O'Leary, RBC

8:10: Getting What You Want: Wendy Axtell, Executive Assistant to CEO, Legacy Motor Club

8:25: Networking Break

8:40: Panel Discussion: The Power of the Right Table. How Advisor Alignment Changes the Exit Experience

9:40: Networking Break

9:50: Roundtable Expert Sessions. You will have the opportunity to rotate between 4 of the 7 panelists' tables of your choice for a deep dive into questions you have about working with that type of advisor. Walk away with handouts, checklists, and more

11:15: Wrap Up: Commitments and Takeaways

11:30: Adjourn

Are you interested in purchasing? See pricing here.

Gain an understanding of the nuances of working and communicating with women from experts in each of the 4 stages: 1) Sourcing and supporting women clients 2) interviewing and working with them in the Discovery gate 3) how to them navigate the Decide gate 4) how to help women prepare for transition.
Participate in 3 roundtable deep dive discussions of your choice of the 4 stages to learn better practices, gain insights and tools to help your journey with working with women.
Make connections with other like-minded advisors with intention that will last beyond the symposium.

Sessions Overview

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