SAVE THE DATE: FIRST SAVVY LADIES FINANCIAL ADVISORS & VOLUNTEER SUMMIT

For all FINANCIAL ADVISORS, CURRENT SAVVY LADIES VOLUNTEERS, and all interested in learning about VOLUNTEER OPPORTUNITIES on the SAVVY LADIES FREE FINANCIAL HELPLINE.

The first annual 2025 Savvy Ladies Volunteer Summit will occur in April 2025 during National Financial Literacy Month. The summit will target our current volunteer community and reach out to new volunteers, young professionals, and students looking to learn about volunteer opportunities.

The summit goal is to build and strengthen the Savvy Ladies Volunteer Community, recruit, and offer networking and volunteer learning opportunities. The format will blend keynote speakers, panel discussions, and breakout sessions on relevant topics covering Financial Independence—aligning Your Business and Yourself, Purpose, Behavioral Finance, and Recognizing Unconscious Bias. 

Dates:  April 28th and 29th 

Day 1(Hybrid) hosted at the Hippodrome Building, NYC, courtesy of Knopman Marks

8 am – 9 am ET:  Kickoff Hybrid Breakfast with Keynote in-person and virtual

9 am – 1130 am ET Panel Discussion and Group Breakouts 

Day 2(Virtual): 9 am – 1120 am ET Keynote, Panel Discussions and Group Breakouts

The 2025 Savvy Ladies Volunteer Summit is supported by a grant from the Schwab Foundation.