Thursday, March 25, 2021 at 11:00 AM ET
Complimentary admission | Open to members and non-members | Press allowed
In honor of Women’s History Month, we’ve assembled a panel of bold, innovative leaders who are making a big impact on the advisory industry today.
Join us on Thursday, March 25 at 11:00 AM ET to hear insights from this all-star group on how they are positioning their firms to help the historic age wave of Boomers navigate retirement, developing critical technology to support human advisors, and leading their organizations through a period of unprecedented – and accelerated – changes.
Introduction:
Craig Pfeiffer, President and Chief Executive Officer, MMI
Moderator:
Steve Gresham, Chief Executive Officer, The Execution Project
Presenters:
Kristi Martin Rodriguez, SVP, Nationwide Retirement Institute
Sangeeta Moorjani, EVP, Head of Employer Engagement & Retirement Solutions, Fidelity Investments
Paula Nelson, Co-Head & Managing Director, Individual Markets, Global Atlantic Financial Group
Evamarie Schoenborn, President & Chief Executive Officer, Northwestern Mutual Wealth Management
Duration:
60 minutes (including time allocated for Q&A)
CE Credits:
Investments & Wealth Institute® has accepted Powering the Next Chapter: Four Industry Leaders on Retirement, Technology and Leadership Skills for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
This Webinar will be recorded. Even if you cannot attend live, please register so that we can notify you when the replay is available.
Please contact MMI with any questions at (646) 868-8500 or events@mminst.org
