Upstate Women in Finance Event

Due to exciting growth in our educational programming, the Foundation for Women’s Financial Education is putting The Upstate Women in Finance Event on hiatus for 2020. We plan to host the event in 2021 and will keep our website current with details for next year’s event.

The Foundation for Women’s Financial Education is a not-for-profit organization operated solely by volunteers who dedicate their time and talent. Our mission is to provide unbiased financial education to empower women in the Greater Rochester area. In addition to offering financial literacy seminars throughout the year, we are proud to announce that we have been approved to provide retirement-ready classes within the Financial Literacy Center at the Monroe County Library System. This initiative will require the resources of our volunteers to implement and execute—limiting our ability to orchestrate the Upstate Women in Finance event with the educational and networking experience you have come to know and expect.

Please check back for more information on the 2021 Upstate Women in Finance Event. If you would like to help us promote our mission by volunteering, please contact us for more information.


2019 Upstate Women in Finance Event Recap

Women in Finance image

Nearly 40 women joined us at the 2019 Upstate Women in Finance event. Women from across the Rochester area who work in financial services enjoyed an afternoon devoted to topics that impact our profession and our clients. The event is presented by the Foundation for Women’s Financial Education.

What attendees had to say:

“The speakers were excellent, great topics that relate to my practice.”

“Great networking, good group of attendees.” 

“Presentations were very good and informative.”

“Topics were on point for information.”

View the 2019 program


2019 EVENT AGENDA

12:30 PM    Registration, Networking & Luncheon

1:00 PM      Opening Remarks

1:10 PM      Keynote Speaker: Lenore Reiner, CFP, Eaton Vance Distributors, Responsible Investing: Aligning Your Financial Goals with Your Value

2:05 PM      Networking Break

2:15 PM      Presenter: Cicely Stickland-Ruiz, United Way of Greater Rochester, The Changing Face of Philanthropy: Women & Gifting

3:20 PM      Presenter: Miranda Wilcox, Thrive Potential, LLC, Developing and Influential Presence

4:15 PM      Closing, Networking & Reception: Wine, Chocolate & Conversation

5:30 PM      Event Closes