Join us for an informative, eye-opening evening
about financial independence!
Intelligent Conversation - Panel Discussion - Q&A
Date/Time: Tuesday, September 15, 5:30 - 7:30 PM
Price: Members: FREE | Non-members: $10
Location: Online via Zoom
Presentation:
"Why We Need Greater Financial Inclusion and Literacy For Women in Banking" with Q&A
Women have been locked out of financial discussions for many years across many cultures. Based on recent research by Acxiom — including a consumer survey and interviews with financial services executives — this segment will highlight different sets of preferences and behaviors between genders.
Panel Discussion:
"The Rising Role of Financial Independence for Women"
Best practices, ideas and suggestions for gaining more financial independence today and tomorrow. Including live Q&A.
Thank you to our generous sponsor & host, Acxiom!
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Speakers:
Nicki Morgan
Nicki graduated with a degree in Personal Financial Planning from Texas Tech University, one of the well-recognized financial planning programs in the country. She has since earned the following designations: CFP® and ChFC®, and she also holds a 6, 63 securities registrations.
Jennifer Kinard Elliott
Jennifer is an Austin native and attended the University of Texas at Austin McCombs School of Business where she received her BBA in International Business. Immediately after graduation, she began working at American Express Financial Advisors as a personal financial advisor and later earned her Certified Financial Planner designation. Jennifer has been an independent Financial Advisor for 20 years, all at the same firm. Her specialty is collaborating with highly motivated clients to create a holistic financial plan and investment strategies to reach their goals.
Stephen Babcock
Stephen has been a mortgage lender for nearly 8 years, with a focus on helping first time home-buyers. He is a husband and father of two beautiful boys. He enjoys writing music and spending time with his family in his free time.
Julie Kustoff
Julie serves as principal consultant at Acxiom, helping Financial Services clients craft marketing strategies to accelerate profitable revenue growth across retail banking, payments and investment portfolios. Before joining Acxiom, Julie served as vice-president of strategy and insights and financial services strategy director at two major data management companies. A graduate of the University of Texas, Julie lives in Dallas.
Kathy Nelson (Moderator)
Kathy Nelson is a Senior Business Improvement Manager of Solution & Analytics Services with an extensive background in process engineering, adult learning, and organizational communications. She is currently focused on user enablement for Acxiom's Unified Data Layer solution.
