News & Press

Speaking Engagement: Gearing Up Conference

On June 16, 2017 Senior Client Advisor Leah M. Warren, CFP®, led the workshop “Mastering Your Money” at the Gearing Up Conference “Unlock Your Potential to Thrive” at Bentley University.

Gearing Up is a conference that focuses on the unique needs and aspirations of early-career women with targeted workshops, keynotes, and networking opportunities.  This intensive one-day conference prepares women in the first decade of their careers to take a strategic approach to their professional development, position themselves for advancement, identify and take advantage of opportunities that present themselves in the workplace, and overcome the most common obstacles to advancement.  Read more about the conference here.

Leah is a Senior Client Advisor at the firm. She is passionate about helping clients succeed in all parts of their financial lives, and is particularly interested in helping couples and families have healthy and fun dialogue about money and values.  Learn more about Leah M. Warren.

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