Life, Invested Conference
event planning, programming, content strategy, session presentation, workshop facilitation, emcee | 2023
The first annual Life, Invested Conference brought together financial advisors who are leading the charge around integrating money and investing throughout all aspects of people’s lives. The conference programming focused on the benefits of including a holistic approach to wealth management that taps into the psychological connections people have to money. The one-day event included sessions with key industry leaders including Dimensional Fund Advisors’ Founder and Chairman, David Booth and Psychologist and Family Wealth Consultant, Dr. Moira Somers.
★ Recipient of firm SPOT Award for outstanding performance and exemplary contributions beyond the scope of regular day-to-day activities and assignments.
