Trends in Financial Advisory and the Impact of AI
Thursday, April 30, 2024 | 4:30 - 7:00 p.m.
The wealth management industry is facing broad demographic shifts of its clients, mounting regulation and heightened competition. Alternative Intelligence (AI) and rapid technological innovation has the potential to revolutionize advisor productivity, as well as the client experience.
Whether you are a financial advisor, an investor who seeks financial advice, or simply interested in AI and its impact on the wealth management industry, you will not want to miss this event!
Driving Change: Financial Literacy Equity and Inclusion
Thursday, April 18, 2024 | 5:00 - 7:00 p.m.
Advancing Women Into Financial Power. There is an obvious inequity in access to financial literacy, financial inclusion, and access to financial resources for women. If we look deeper, these inequities widen amongst members of BIPOC communities.
Please join us for an evening of engaging and interactive discussion on this important issue as we examine the ongoing challenges, the progress, and the opportunities to drive change in our companies and communities.
Meet Hetty Green, the "Queen of Wall Street" and the First Value Investor in the U.S.
WEBINAR | Thursday, April 11, 2024 | 12:00 - 1:00 p.m.
Henrietta (Hetty) Green (1834-1916) was among the most successful investors in U.S. financial history, yet few people know her name. She navigated the volatile markets and fickle monetary currents of the Gilded Age, profiting during both the peaks and troughs, while most of her male contemporaries amassed and subsequently lost their fortunes. Some called her the richest woman in America; others deemed her the Witch of Wall Street.
Another Successful Financial Woman of the Year Award Program
Congratulations to Our 2023 Scholarship Winners!
On Friday, June 2nd, FWSF hosted the 2023 Scholarship Luncheon and Award Ceremony. About 130 guests gathered at the City Club of San Francisco to meet and congratulate the Financial Women of San Francisco’s 2023 scholarship recipients. Since the scholarship program began more than 36 years ago, FWSF has awarded over $3.0 million to more than 350 deserving women. This year FWSF awarded 11 scholarships (five undergraduate scholarships and six graduate scholarships). Read more.
Benefits for Sponsors
Download our "2023 FWSF Sponsorship Fact Sheet" (pdf).
Member profiles on Twitter/LinkedIn. We want to hear from you!
We want to let the FWSF community know about you! If you would like to participate in our new "Member Monday" social media feature, please complete this form (registration required). Answer any of the questions that interest you (or answer them all!).
Once our Social Media co-chairs receive your responses they will schedule our #MeetaMemberMonday and #CareerTipThursday features. Thanks
FWSF President's Diversity and Inclusion Statement
Dear FWSF Community:
Along with many of you, I’ve spent countless hours reflecting on the tragic events of recent days and weeks, wondering what I can do to further the causes of racial justice and peace. I believe that all of us are called to find the role that we can play in moving our society toward reconciliation.
Upcoming FWSF Events
If you need help, please contact Alyson at info@financialwomensf.org.
Virtual Bring Your Own Lunch (BYOL)
MEMBERS ONLY
Tuesday, April 9, 2024
12:00 - 1:30 p.m.
FWSF Golf Clinic
Wednesday, April 10, 2024
4:45 - 7:00 p.m.
Virtual Coffee Connections
MEMBERS ONLY
Thursday, April 18, 2024
8:30 - 9:15 a.m.