Join us for an honest, informative and thought provoking panel discussion about the role millennial women play in the future of the financial planning industry, as planners as well as sought after clients.

Attend and discover:

  • The top 3 reasons the financial planning industry is actively recruiting millennials, with a focus on hiring more women
  • The myths and realities of working as a millennial planner in today’s market place
  • How being creative and an entrepreneur is a great fit for working in the industry

Moderated by: Kathleen Burns Kingsbury -a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence™ podcast, and the author of several books including How to Give Financial Advice to Women and How to Give Financial Advice to Couples.

Panel:

Sava Berhane´  associate director of the Center for Women and Business at Bentley. Sava leads its research and faculty efforts, is responsible for aspects of its corporate outreach, and directs Gearing Up – the Center’s signature conference for women in the first decade of their corporate careers.

Eric Roberge, CFP®, is the founder of Beyond Your Hammock , a virtual fee only Registered investment advisor. He is on a mission to transform the financial planning industry.

Leah Warren, CFP®, is a Senior Client Advisor at Ballentine Partners. She is passionate about helping clients succeed in all parts of their financial lives, and is particularly interested in helping couples and families have healthy and fun dialogue about money and values.

5:30 pm registration & networking

6:00-7:30 panel discussion

Bentley University: Lacava Building room 375 A & B