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.
Day 1: April 28th Summit Speakers/Panelists
Building Client Trust. Leading with Your Passion.
Stacy Francis CFP®, CDFA®, CES™
Opening 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.
Day 1 Schedule
8:00 am – 8:15 am ET
Breakfast & Networking at the Hippodrome Building 1120 6th Ave, New York, NY
8:15 am – 9:00 am ET
Opening Speaker: Stacy Francis, Founder Savvy Ladies
9:00 am – 9:30 am ET
Panel 1: Amplifying Your Personal Brand Story. Building Your Center of Influence.
9:45 am – 10:15 am ET
Speaker: Hannah Moore, CFP
10:30 am – 11:00 am ET
Panel 2: Creating Confidence & Trust During Volatile Times with Your Clients and Your Team
Panel 1:
Amplifying Your Personal Brand Story. Building Your Center of Influence.
Liz Manibay
Director, Field Consulting | Business Consulting and Education
Charles Schwab Advisor Services
Moderator
Stacy Francis, CFP
CEO Francis Financial
Founder Savvy Ladies
Panelist
Eric Blake, CFP
Savvy Ladies Helpline Volunteer
Panelist
Chelsea Ransom-Cooper, CFP®
Panelist
Hannah MooreCFP®,
Speaker
Hannah will share her journey into financial planning and how she is reimagining client offerings and attracting new audiences.
Panel 2:
Creating Confidence & Trust During Volatile Times with Your Clients and Your Team
Suzanne Siracuse
Savvy Ladies Board Member
Moderator
Hannah Moore, CFP
Panelist
Rachel Roth
Senior Director Grant & Programs
Foundation for Financial Planning
Panelist
Ravi Patel
Director of Finance & Operations, Credit at J.F. Lehman & Company
Savvy Ladies Helpline Volunteer
Panelist
Day 2: April 29th Summit Virtual Keynote Speaker
Financial Ethics. Having Trusted & Practical Financial Conversations.
Domarina Oshana, PhD
Director of Research and Operations, Cary M. Maguire Center for Ethics in Financial Services
The American College of Financial Services
Secure Your Spot. Register to Join. It’s FREE.
Attend In-Person
Free
Join us in-person for breakfast networking and the live panel discussion at the Hippodrome Building 1120 6th Ave, NYC
Join us Virtually
Free
Join virtually at 8am ET for the live panel discussion. A Zoom link provided when you register.
Savvy Ladies Thanks our Sponsors
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