Weylman Center Women in Wealth Symposium
About this Event
The Weylman Center’s Women in Wealth Symposium brings together women from across the wealth management profession for a day and a half of education, connection, and professional development. Through expert-led programming and meaningful conversations, attendees will gain practical strategies to grow their practices, strengthen their professional networks, and navigate the evolving wealth management landscape.
Friday Programming
🕑: 08:30 AM - 06:00 PM
Friday Programming
🕑: 08:00 AM - 08:30 AM
Breakfast
🕑: 08:30 AM
Opening Remarks
Host: Misty Petrosino
What is Your Why?
Host: Misty Petrosino
Info: Understanding your “why” can bring greater clarity to the decisions you make and the goals you pursue. This session will help attendees reflect on what motivates them, the impact they want to make, and the purpose behind the work they do. Attendees will explore how defining their “why” can help guide their priorities, shape their goals, and keep them focused as they build their career or business.
Women & Retirement - Position Your Practice to Serve More Women
Host: Cathie Cobie
Info: It’s estimated that $34 trillion in assets will shift into the hands of U.S. women by 2030. More women are taking charge of household finances, with 49% of women now considering themselves to be the household CFO. And yet they still face unique challenges that men don’t, such as lower Social Security benefits (often due to lower
wages or time out of the workforce) and their statistical edge in longevity. This presentation covers the topics that are especially important to your female clients, including maximizing Social Security benefits, preparing for health care expenses in retirement and considering long-term care coverage.
Break / Vendor Tables Open
The Business You're Trying to Build Requires an Infrastructure
Host: Katelyn Graham
Info: Most firms don’t struggle because they lack ambition, talent, or opportunity. They struggle because the business supporting that growth was never intentionally built for where they’re headed next. Katelyn will introduce The Accidental Business™ and her G.R.O.W.T.H. Framework™ to show attendees how to identify the gaps in their current infrastructure and start building a business that can sustain the growth they’re working so hard to create.
How to Acquire and Keep Clients for Life
Host: Misty Petrosino
Info: Building a strong client base is about more than making the initial connection. This session will explore strategies for attracting the right clients, building trust from the beginning, and creating relationships that grow over time. Attendees will learn how thoughtful communication, consistent follow-through, and a strong client experience can turn new relationships into long-term ones.
Lunch and Vendor Expo
Top Producer Conversation
Host: Fanci Worthington
Info: This interview-style conversation will explore the path to building a successful wealth management practice, from getting started in the profession to identifying a target market and developing a clear niche. Panelists will share lessons learned throughout their careers and discuss how specialization, such as divorce financial analysis, can help advisors differentiate themselves and better serve the clients they know best.
Love & Money – Navigating Finances in Marriage & Divorce
Host: Dara Roughley
Info: Personal relationships and financial planning are deeply intertwined. As trusted advisors, you play a pivotal role in guiding clients through the financial complexities of marriage and divorce—from prenuptial and postnuptial agreements to managing lifestyle expectations and addressing financial vulnerability. With both empathy and expertise, you can help clients make informed decisions, protect their financial futures, and strengthen your relationships with them during life's most consequential moments.
Break / Vendor Tables Open
Trailblazer Rules: Leading Without Permission
Host: Judy Hoberman
Info: What if becoming a stronger leader isn’t about becoming someone else, but finally trusting
who you already are? Women have spent years navigating conflicting rules about how
leadership is supposed to look…and sometimes waiting for permission that may never
come. Through stories, humor and practical tools, Judy Hoberman introduces five
Trailblazer Rules that challenge women to refuse the old map, redefine power, reclaim their
voice and remember that none of us rises alone. You don’t need to become a Trailblazer.
You already are one. Now it’s time to own it.
Asking the Right Questions
Host: Misty Petrosino
Info: The right questions can uncover what matters most to a client. This session will explore how attendees can move beyond surface-level conversations to better understand a client’s priorities, concerns, goals, and decision-making process. Attendees will learn how thoughtful questions and intentional listening can lead to deeper conversations, stronger relationships, and more personalized financial strategies.
Networking Happy Hour / Vendor Expo
Saturday Programming
🕑: 09:00 AM - 01:00 PM
Saturday Programming
🕑: 09:00 AM
Opening Remarks
Host: Misty Petrosino
How to Optimize Your LinkedIn and NIL
Host: Sarah DeBellis
Info: Your professional brand is shaped by more than your résumé. This session will explore how to optimize your LinkedIn profile while thinking intentionally about your name, image, and likeness (NIL). Attendees will learn how to strengthen their profile, communicate what they want to be known for, showcase their experience and strengths, and use LinkedIn to build meaningful professional connections.
How to Post
Host: Misty Petrosino
Info: This session will explore the different types of content you can create, from informational and educational posts to entertaining, engaging, personal, and promotional content. Attendees will learn how each type serves a different purpose, when to use it, and how to create a well-rounded content mix that keeps their audience interested while supporting their overall goals.
Break / Vendor Tables Open
Next 90-Days Business Planning
Host: Misty Petrosino
Info: Turn ideas into action with a focused plan for the next 90 days. This session will guide attendees through identifying their top priorities, setting realistic goals, and outlining the specific actions needed to move their business forward. Attendees will leave with a clearer understanding of where to focus their time and energy and a practical roadmap for the months ahead.
Top Producer Conversation
Host: Misty Petrosino
Info: This interview-style conversation will explore the path to building a successful wealth management practice, from getting started in the profession to identifying a target market and developing a clear niche. Panelists will share lessons learned throughout their careers and discuss how specialization, such as divorce financial analysis, can help advisors differentiate themselves and better serve the clients they know best.
Networking / Vendor Expo
Thursdays VIP Dinner
🕑: 05:30 PM - 08:00 PM
Thursday's VIP Dinner
🕑: 05:30 PM - 06:00 PM
Networking
🕑: 06:00 PM - 08:00 PM
Dinner
Where is it happening?
Event Location & Nearby Stays:
USD 250.00 to USD 2500.00
