Investment Masterminds

– Episode 16  –

“All-Star Women in Investing Panel”


Catie Hogan

Advisor, TedX Speaker, Comedian,

Annette Bau, CFP

Founder of, Author of “101 insider Secrets for Marketing to Affluent Women”,

Penny Phillips

Founder of Thrivos Consulting, Co-founder of Journey Strategic Wealth,

Suzanne Norman, CIMA

Executive Coach, Mentor, and Financial Literacy Advocate, Author of “The Case for More Female Financial Advisors

Please join this one-of-a kind webinar with an All-Star packed panel of talented industry experts on the topic of marketing to affluent women & couples. This plans to be a fun, informal, yet informative podcast-style webinar on the topic of women & investing.  

Key Takeaways:


• Listen as our panel discusses overcoming obstacles in the Financial Industry
• Share in the experience of what drives successful businesses
• Learn ideas on how to approach relationships with affluent women & couples

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