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Diversity & Inclusion

 

HOST

Mark Bruno
Managing Director, Wealth Management

Informa Connect

 

Tuesday

Oct. 4, 2022

2:00 PM ET

11:00 AM PT

 

 

 

 

Building the Business Case for DEI&B

Changing demographics and the enormous transfer of wealth expected over the next 25 years are making a more diverse equitable and inclusive workplace a social and business imperative for wealth managers. Join us as an array of experts talk about how advisors can build more inclusive practices that attract and retain employees who look like—and understand—the diverse client bases they serve. Topics will include:

  • Where to expand the search for diverse talent.
  • How to build a more inclusive and equitable business culture.
  • Figuring out what language to use—and avoid—in a diverse workplace.
  • What it takes for leaders to become better allies for their developing talent. 
REGISTER NOW

 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Suzanne Siracuse

CEO and Founder
Suzanne Siracuse Consulting Services, LLC

 
 

PRESENTER

Carolyn Armitage

CFP®, CIMA®, President
Thrivent Advisor Network

 
 

PRESENTER

Karim Hill

Executive Director
The American College of Financial Services

 
 

PRESENTER

Marilyn Booker

Director, D&I Implementation
Diversity & Inclusion, Thrivent

 

 

 

BROUGHT TO YOU BY: logo  

SPONSORED BY:
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