Women in Finance: Navigating the Shifting Cycles of Your Practice

​The CFA Society Orange County Wealth Management Symposium is geared for leaders in the wealth advisory community who want to take their practice to the next level. The conference is designed for financial advisors, investment managers, and other private wealth industry professionals to learn about innovative strategies and best practices.


Suzanne P. Lawrence


Apr 19 2023


8:00 am - 6:30 pm

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