Women in Wealth Luncheon - ACE 2019

Posted by Communications Staff on Aug 6, 2019 3:28:05 PM

This past May more than 1,500 advisors from across the nation gathered in Las Vegas for the Institute’s 2019 Annual Conference Experience. The conference was packed with investment and wealth management thought leaders and numerous industry experts and innovators. New this year to ACE was the Women in Wealth luncheon, which included a panel discussion led by Kelly Walsh, CIMA®, RCC® National Director, Advisor Coaching and Director, Wealth Management Advisory Services, Coast Capital Wealth Management, Chair of the Investments & Wealth Institute's Canadian Advisory Council, and current Board of Director for the Investments & Wealth Institute.

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Topics: financial advisors

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