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Pocketmags Digital Magazines
Pocketmags Digital Magazines


Katz spearheads the Women Adviser Summit, a mentoring initiative designed to attract more women to the industry by connecting qualified advisers with young women who are interested in entering the profession.

The summit includes three events over the course of a year, held in Chicago, Boston and San Francisco. Many of the mentors are alumni of Texas Tech’s financial planning course run by Katz. Mentors and speakers explain how the industry works, the training required and the value that female advisers can add.

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