Skip to main content

Wealth Management Unwrapped - The CEO's Guide

Online • May 12, 2015

This Jam Session will teach you what you need to know to take charge of your own wealth.

Tuesday, May 12, 2015 1:00 PM - 2:00 PM EDT

Discover what you need to know to take charge of your own wealth. We'll talk about the ten lessons and insights from the woman who founded the Institute for Private Investors on the premise that the investor advisor relationship can be transformed - that transparency is essential, and that you are the figurative CEO of My Wealth, Inc.

We'll be live-tweeting this session with #MyMoney. Join us!


Get Introduced to the Women You Should Know

We help our members connect with specific attendees who share their industry and life experiences.

Kristy Wallace
Kristy Wallace

New York, NY

CEO at Ellevate Network

Join Ellevate to Meet Kristy
Maricella Herrera Avila

VP Operations & Strategy at Ellevate Network

Join Ellevate to Meet Maricella


Be the first to share your thoughts about this event.