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Accelerating Change: Making a More Diverse and Inclusive Practice

November 1st CE Digital Forum | 3:00 – 3:50 pm ET


A live, interactive session paneled by senior executives at award-winning firms

The wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years now — and has made strides to re-position the profession as a welcoming opportunity for women, people of color and individuals with more-diverse backgrounds. Still, by the numbers, little progress has been made — making diversity, equity and inclusion a top priority for all stakeholders in the industry.


Join us for an engaging panel discussion from industry leaders and luminaries as they share their ideas, action steps and new approaches for success in making wealth management a more diverse and welcoming industry. Register






Diana Britton
Managing Editor



Kristi Rodriguez
Senior VP, Nationwide Retirement Institute



Brian Hamburger
MarketCounsel and the Hamburger Law Firm






Accelerating Change:
Making a More Diverse and Inclusive Practice

Monday, November 1st | Start time: 3:00 pm EDT | 12:00 pm PDT




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



  Not able to attend the live event?
Archived versions of Digital Forums from WealthManagement.com are available for viewing on demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.






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