Managing Your Financial Health

Managing Your Financial Health 
Tuesday, May 7, 3:15 p.m. - 4:15 p.m.

Topics Include:

  • How important it is for women to invest
  • Why women stay away from investing
  • What women need to know/do to get their financial health on track
  • How to choose a financial advisor
     

Speaker:
Holly Newman Kroft, Neuberger Berman Group LLC

Holly Newman Kroft, Managing Director, joined Neuberger Berman as a Wealth Advisor in 2005. Holly works closely with ultra-high net worth individuals and their families to help develop customized investment solutions and address estate planning needs. 

Holly appeared on Barron's Top 100 Women Financial Advisors for the fifth consecutive year, four times in the top 10, including 10th in 2018. She was named one of the 50 Most Influential Women in Private Wealth by Private Asset Management Magazine in 2015.

ConferenceAgenda

Tentative 2021 Agenda

9:45-10:45am             Fresh Start Welcome Beverages 
                                     Sponsored by Stout

10:00-10:45am          Registration Open

10:45-11:00am          Welcome Remarks

11:00am-12:00pm     Restaurant Restructuring Session

12:00-12:45pm          Networking Lunch
                                     Sponsored by Summit Investment Management 
                               
12:45-1:45pm            Keynote Speaker Angie Bastian

1:45-2:45pm              Sexual Harassment Bankruptcies

2:45-3:15pm              Refreshment Break
                                    Sponsored by Paladin Management 

3:15-4:15pm              Sales/Networking Workshop

4:15-4:20pm              Closing Remarks

4:20-6:00pm              Closing Reception

6:30-9:00pm              Group Outing    

All events will take place at Trinity Hall (311 E. 5th Street) unless otherwise specified. 

HotelReservations

 
The Omni Austin Downtown 
700 San Jancinto at E 8th St
Austin, TX 78701

Room rates are $294 a night plus 17% tax. This is inclusive of Turndown Service, Complimentary Continental Breakfast, and Hors D'oeuvres & Cocktails served in the lounge.

Hotel reservation cut-off date is April 12, 2021.  Any guest cancellations must be made 72 hours prior to the reservation date to receive a refund on their deposit. Reservation requests will be accepted on a space-available basis and subject to the hotel’s current rate. For questions, please contact the Conferences Department.