SAN ANTONIO, Texas– On January 27, 2012, from 8:00 AM to 5 PM, Money Concepts International, wealth management and financial planning corporation, will be hosting the first “Women in Financial Services” conference at the St. Anthony’s Hotel, in San Antonio, Texas. With only 20% of the financial advisors of the female gender, Money Concepts International is hosting this conference as an effort to increase the numbers of female financial advisors, in order to promote equal opportunity and diversity in the financial services industry. Ruben Ruiz, Regional Director of Money Concepts Financial Planning Centers in San Marcos and San Antonio, Texas, will be available for one-on-one interviews and photo opportunities.
WHO: Money Concepts International, Ruben Ruiz, Liza Perlow, Stacey Douglas, Karina Cantu, Brandy Napier, Kimberly Wilder, Terike Novak, Angie Lewis.
WHAT: ‘Women in Financial Services’ Conference.
WHEN: Friday, January 27, 2012, from 8:00 AM to 5:00 PM.
WHERE: St. Anthony’s Hotel
300 E Travis St.
San Antonio, Texas 78205
WHY: Women face tremendous challenges as they move through life’s transitions, from childhood to adult, from college to career, from single to married, to widowhood or divorce, and into the retirement years. Therefore, it is important to have more women in the financial services industry, who understand the needs of their female clients.
8:00 AM ‘Financial Services Opportunities in the Industry Today’
Liza Perlow, AML Officer—Assistant Vice-President of Compliance
Money Concepts International, Palm Gardens, Florida
9:00 AM ‘FMO’s Bring a Multitude of Products & Companies Assistance to the Agents’
Stacey Douglas, Director of Marketing and Operations
Marketing Financial, Springfield, MO
11:00 AM ‘Estate Planning for High Net-Worth Individuals and Affluent Families’
Karina Cantu, Attorney at Karina Cantu Law, PLCC
San Antonio, Texas
12 NOON Luncheon
1:00 PM ‘Selling Seven Million in Fixed Annuities without FDIC & Interest Rates’
Brandy Napier, Financial Advisor & Personal Banker
Great Southern Bank, Springfield, MO
2:00 PM ‘Partnering with Advisors & Agents Clients for Expertise Sales’
Kimberly Wilder, AIF, Financial Advisor
Regional Life Specialist, Austin, TX
3:00 PM ‘Sales & Development of Fee & Commission Based Annuities, 403b, 457, ORP’s
Terike Novak, Regional Director, Security Benefit
A Guugenheim Partners Company, Topeka, KS
4:00 PM ‘Business Banking Relationship & Services for our Clients’
Angie Lewis, Vice President, Relationship Manager-Business Banking
Amergy Bank, San Antonio, TX