The Portfolio Playbook: Smart Investing Strategies for Wealth Management

Join the Financial Women's Association Emerging Leaders Committee for an empowering evening of insight and strategy, sponsored by the FI Group and New York State Society of Certified Public Accountants (NYSSCPA). This dynamic panel discussion will explore how strategic asset allocation can be a powerful tool for building long-term wealth and financial resilience.

Whether you're just starting your investment journey or refining your portfolio, this event offers actionable guidance from seasoned professionals who’ve mastered the art of diversification and risk management. Attendees will walk away with a deeper understanding of how to construct and manage a portfolio that can weather market shifts and align with personal financial goals.

This is more than a panel—it’s a masterclass in financial empowerment. Reserve your seat now and take the next step toward building wealth with clarity, confidence, and purpose.

*CPE Credits are available. Please reach out to [email protected] to learn more.

Key Takeaways:

• Proven strategies for building a resilient, diversified portfolio
• Insights into asset classes and allocation techniques
• Real-world examples of wealth-building through smart investing
• Networking with like-minded professionals and industry leaders

Panelists

• Daniel Rosenstein, CEPA®, First Vice President–Wealth Management of The StoneTower Group at UBS
• Antonia Arena, CPRA®, Wealth Management Advisor at Merrill Lynch
• Aurora Maher, Founder and CEO of AMFA Capital Management
• Kathleen A. Bostroem, Financial Advisor at Wells Fargo Advisors

Click here for more details, including speaker's bios!

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Host or Publisher Financial Women's Association