Building the Next Generation of Women in Wealth Management - Charleston, SC

Come meet a community of professional women committed to building relationships and helping each other succeed. Free attendance!
About this Event

GUEST SPEAKER: Cokie Cox
TOPIC: Building the Next Generation of Women in Wealth Management
WHERE: Serendipity Labs: 75 Port City Lndg Suite 110, Mt Pleasant, SC 29464
WHEN: Monday October 5, 2026 – 8:45AM-10:00AM EST

Drawing on more than 30 years of experience in the financial services industry, Helen “Cokie” Cox has witnessed firsthand the evolution of wealth management, the growing influence of women investors, and the increasing need for more women advisors.

The wealth management industry is entering a period of unprecedented change as trillions of dollars are expected to transfer between generations over the coming decades. At the same time, women are becoming an increasingly influential force in financial decision-making, wealth creation, and wealth stewardship.

This presentation explores what these trends mean for the future of financial advising and why attracting, supporting, and retaining more women in the profession will be critical to meeting the needs of future clients. Attendees will gain insight into the opportunities created by the Great Wealth Transfer, the challenges facing the advisor workforce, and practical ways women can build meaningful and rewarding careers in financial services.

The session is designed to encourage conversation around leadership, representation, and the evolving role of women in shaping the future of wealth management.

Contact This Speaker Directly:
Cokie Cox – Alphavest

Email: [email protected],

Linkedin: www.linkedin.com/groups/19023000/

Website: alphavest.com

WEW events are all about connection and community, and we love sharing those moments. By attending a Women Empowering Women (WEW) meeting or event, you give permission for WEW and its organizers, leaders, and partners to capture and use photos, videos, or recordings that may include your image, voice, or likeness. These may be used – without compensation – for promotional, educational, or informational purposes across WEW print and digital channels.

All chapter meetings are FREE for anyone to attend. YES! You read that right.

(We just ask that if a chapter meeting is at a restaurant location, that you purchase a meal to support the location that is so graciously hosting our event. Don’t forget to tip your server a little extra as most restaurants are struggling with staffing issues and we want to make sure they know how much we appreciate them!)

Enjoy a proven, structured system that embraces the building of relationships which in turn will grow your business efficiencies, sales, exposure, and business processes.

Come meet and learn from panelists, experts, and local women in your WEW chapter. You will also find allies who want to help with your success and are ready to share their resources and expertise to help you take that next step in your personal and professional life.

For information about this chapter, please contact our corporate team at [email protected].