GUEST SPEAKER: Cokie Cox
TOPIC: Building the Next Generation of Women in Wealth Management
WHERE: Serendipity Labs: 75 Port City Lndg Suite 110, Mt Pleasant, SC 29464
WHEN: Monday October 5, 2026 – 8:45AM-10:00AM EST
Drawing on more than 30 years of experience in the financial services industry, Helen “Cokie” Cox has witnessed firsthand the evolution of wealth management, the growing influence of women investors, and the increasing need for more women advisors.
The wealth management industry is entering a period of unprecedented change as trillions of dollars are expected to transfer between generations over the coming decades. At the same time, women are becoming an increasingly influential force in financial decision-making, wealth creation, and wealth stewardship.
This presentation explores what these trends mean for the future of financial advising and why attracting, supporting, and retaining more women in the profession will be critical to meeting the needs of future clients. Attendees will gain insight into the opportunities created by the Great Wealth Transfer, the challenges facing the advisor workforce, and practical ways women can build meaningful and rewarding careers in financial services.
The session is designed to encourage conversation around leadership, representation, and the evolving role of women in shaping the future of wealth management.
