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2022 Professional Advisor Seminar

Join us for this informative presentation and discussion with keynote speaker – Heather R. Ettinger, who will discuss Women and Wealth: A Tsunami of Change for Professional Advisors. As a thought leader and expert in serving women and families, Heather will share tools and strategies to adopt for building a thriving practice.

To purchase your ticket for this seminar, please use the register button in the right hand column.

About Heather R. Ettinger
A champion for women and girls for over 30 years, Heather Ettinger is widely recognized for her dedication to helping women build their financial acumen and philanthropic legacy, culminating in the founding of Luma Wealth Advisors in 2017. Heather Ettinger is the bestselling author of Lumination: Shining a Light on a Woman’s Journey to Financial Wellness, a book designed especially for women and giving them the tools and strategies to design and live more intentionally and abundantly Heather’s passion for educating and uplifting others has made her a sought-after speaker for industry associations, company women’s initiatives, and wellness events. She is also a frequent contributor to notable publications including The Wall Street Journal, Barron’s, and Bloomberg. As a recipient of many awards, she is most proud of InvestmentNews’ inaugural “Women to Watch” and their “Icons and Innovators”, The YWCA Woman of Achievement, Laurel Schools Distinguished Alumna and The Ruth Bader Ginsburg award from the Women’s Vote Project for advancing the aspirations of women in 2019.

Passionate about advancing women and minorities, Heather currently devotes her advisory time to the Women’s Business Collaborative, 100 Women in Finance, Schwab Advisor Services DEI Advocacy Board and Racing Towards Diversity. She has served on numerous non-profit and corporate boards primarily in healthcare, financial services and consumer products.

Continuing Education Credit Information
This course is approved for continuing education credit with the following accrediting organizations: American Bankers Association (ABA), Certified Financial Planner Board of Standards (CFP) and State Bar of Texas (MCLE).

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

 

Sponsors for The Dallas Foundation's Professional Advisor Seminar