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Sara Gelsheimer Speaks at FA Magazine’s “Invest in Women” Conference

InspireHer: Plancorp Women’s Initiative

Sara Gelsheimer Speaks at FA Magazine’s “Invest in Women” Conference

InspireHer

By: InspireHer Jun 5, 2017 1:35:45 PM

Financial Advisor Magazine invited Sara Gelsheimer, Wealth Manager and Founder of Plancorp’s Women’s Initiative, to share her insights at the 3rd Annual “Invest in Women” Conference May 10th in Dallas, Texas.

Sara spoke to the need for women’s initiatives across the wealth management industry and offered tips and experiences to firms following Plancorp’s path. She was quoted in Financial Advisor’s follow-up piece, “Can New Initiatives Put Women in the Advisor Pipeline?”

Sara founded Plancorp’s Women’s Initiative to deepen relationships with existing female clients, as well as to support women in the community. Women’s Initiative events are intended to be educational, inspirational and address topics women really want to hear about, based on client feedback. Sara says she’s learned “there’s no better time than now to build a platform for women to find their financial voice.”
For more information on the Plancorp Women’s Initiative, visit the Women’s Initiative page or download the group’s overview PDF.

Picture of InspireHer

The women of Plancorp are on a mission: to inspire financial confidence in all women through education and impactful support. By giving women a platform to be curious, inspire and be inspired, we hope to empower them to be more confident in their financial lives. More »

Disclosure

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.