Women’s Symposium
More than 28 years ago in Marco Island, Florida, the group that would become the Raymond James Women Financial Advisors Network hosted a meeting that brought together local financial professionals to share insight, nurture connections and celebrate successes. From that first meeting, the Women’s Symposium has grown to become an event unmatched in the industry, uniting women from all walks of financial service – and all across the country – for a three-day, jam-packed experience designed to appeal to financial advisors at all stages of their careers.
Attendees choose among interactive seminars, breakout sessions and inspiring presentations from Raymond James leaders and industry experts. The topics and speakers run the gamut, but the goal remains the same: to help women advisors grow their businesses. Afterward, attendees are reenergized and motivated to immediately put new ideas gained from the conference and study groups to work in their practices. The symposium offers fresh perspectives, continuing education and so much more. It’s a chance for us to celebrate what we do and find new ways to honor our clients, our community and our lives.
The 29th annual Women’s Symposium will be held September 27-28, 2023, at the JW Marriott Orlando, Grande Lakes, Florida.
28th Annual Women’s Symposium
View the 28th Annual Women’s Symposium video.
28th Annual Women’s Symposium Agenda
| WEDNESDAY | September 21, 2022 | |
|---|---|
| 12 – 1 p.m. | Registration | Check-in |
| 1 – 1:30 p.m. | Opening remarks | Renée Baker, Head of PCG Advisor Inclusion Networks |
| 1:30 – 1:50 p.m. | Remarks from the Chair & CEO | Paul Reilly |
| 1:50 – 2:30 p.m. | Town hall | Paul Reilly, Scott Curtis, Kim Jenson, Jamie Coulter, Jodi Perry & Tash Elwyn |
| 2:30 – 2:45 p.m. | Break |
| 2:45 – 3:45 p.m. | Amazing possibilities | Jenny Johnson, CEO of Franklin Templeton |
| 3:45 – 4 p.m. | Break |
| 4 – 5 p.m. | Study groups | Small group moderated discussions |
| 5 – 6 p.m. | Technology center & partner showcase |
| 6 – 7 p.m. | Break |
| 7 – 9 p.m. | Welcome reception |
| THURSDAY | September 22, 2022 | |
| 6:30 – 7:30 a.m. | Wake up & dance | Meditation | Fun run & walk |
| 8 – 8:55 a.m. | Networking breakfast | Optional CE breakfast |
| 9 – 9:50 a.m. | Partner breakout sessions |
| 9:50 – 10 a.m. | Break |
| 10 – 10:50 a.m. | Partner breakout sessions |
| 10:50 – 11 a.m. | Break |
| 11 – 11:45 a.m. | Women, long-term care and the Great Wealth Transfer | Brighthouse Financial |
| 11:45 a.m. – 12:45 p.m. | Keynote address: The Science of people | Vanessa Van Edwards |
| 12:50 – 1:45 p.m. | Networking lunch |
| 1:50 – 2:40 p.m. | Partner breakout sessions |
| 2:40 – 2:50 p.m. | Break |
| 2:50 – 3:50 p.m. | Market update | Larry Adam |
| 3:50 – 4:40 p.m. | Keynote address: Resiliency rising | Dr. Robyne Hanley Dafoe |
| 4:50 – 6:30 p.m. | Break |
| 6:30 – 7 p.m. | Gala reception & partner showcase |
| 7 – 9 p.m. | Gala & awards dinner |
| 9 – 11 p.m. | Hospitality suite | Hosted by RJ Bank & RJ Trust |
| FRIDAY | September 23, 2022 | |
| 6:30 – 7:30 a.m. | Wake up & dance | Meditation | Fun run & walk |
| 8 – 8:55 a.m. | Networking breakfast | Optional trauma specialist breakfast |
| 9 – 9:50 a.m. | Partner breakout sessions |
| 9:50 – 10 a.m. | Break |
| 10 – 11 a.m. | Women advisor panel |
| 11 a.m. – 12 p.m. | Keynote address: Flygirl | Vernice Armour |
| 12 – 12:10 p.m. | Closing remarks | Renée Baker, Head of PCG Advisor Inclusion Networks |
| 12:10 p.m. | To-go boxed lunches & departures |
| 12:30 – 3:30 p.m. | Optional CFP® ethics |
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Contact Us
Ready to learn more? Now that you have scratched the surface of the possibilities that await you here, get the whole story. Reach out to us to have a conversation about what your business could look like as an advisor at Raymond James with the support of the Women Financial Advisors Network.