Kay Russell, AAMS®’s Post

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Director, Financial Planning at Edelman Financial Engines

What an honor and a privilege to attend the Barron’s Women’s Summit 2023. Thank you Edelman Financial Engines and WPL (Women Planners in Leadership) for your sponsorship to attend. Barron’s Women’s Summit brings together the best minds in the wealth management industry. It is designed to raise the standard of excellence in the wealth management profession. The takeaways are too many to list but to highlight just a few… -Digital world of artificial intelligence is here and growing at a rapid rate. We need to embrace it. -The shift of wealth to women is happening through inheritance and by women creating wealth. We need more women in the space of wealth management. -It was an honor to hear from Téa Leoni, actor, producer, philanthropist and Candice Nelson, founder of Sprinkles cupcakes and Pizzana, NY Times best selling author. Téa and Candice both were inspiring in how they are making a difference in their own way. Looking forward to attending again next year! #FromHereForward

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Glynis Banhan, CFP®

Director, Financial Planning at Edelman Financial Engines

11mo

It was a privilege & an honor to attend this powerful summit. Thanks for posting Kay.

Sounds like a powerful event and I'm so glad you were able to attend. I agree that we need more women in wealth management!

Kelly ODonnell

President, Employer Solutions at Edelman Financial Engines

11mo

Love this and my EFE women planners!

Christine Lopez

Executive Administrative Assistant at Dell Technologies & Business Owner

11mo

Kay this is wonderful! Congrats. Powerful Women!

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