Get Involved: Thrive Mentoring Program

Get Involved: NOW Mentoring Program

Looking to take your career to the next level while building connections that matter? Join us for a dynamic virtual event on the importance of mentoring in shaping successful careers for women in the retirement industry.

A panel of three accomplished women professionals will share their personal experiences with mentoring—both as mentors and mentees. They’ll discuss how mentoring has influenced their career trajectories, strategies for making the most of these relationships, and the unique challenges and opportunities women face in the industry.

Whether you’re seeking insights from another corner of the industry, looking to give ack as a mentor, or simply craving a bigger, brighter network, this event is for you. Don’t miss this opportunity to learn, connect, and thrive—together!

Learning Objectives:

• Understand the Impact of Mentoring: Gain insights into how mentoring can accelerate career growth, build confidence, and navigate the unique challenges women face in the retirement industry.
• Learn Best Practices for Mentoring Relationships: Discover practical strategies for fostering meaningful and productive mentor-mentee connections, including setting goals, effective communication, and managing expectations.
• Explore Opportunities to Get Involved: Learn about the available mentoring programs through ARA and how to participate as a mentor or mentee, including actionable steps to sign up and maximize the program’s benefits.
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Speakers:

• Kirsten Curry, APM, Attorney, CEO & Founder, Leading Retirement Solutions
• Colleen Windham, CPC, QPA, CBS, QKC, QKA, TGPC, Relationship Manager & CPA, RPSI-Retirement Plan Solutions Inc
• Margaret Younis, CPC, QPA, QKA, TGPC, Vice President, Head of Consultant Relations, Lincoln Financial Group

Sponsored by: Commonwealth Financial Network

In this episode of Women in Retirement: Third Thursdays, the vital role of how branding plays in both personal and corporate success. Featuring insights from Jennifer Lawrence, Director of Retirement Operations at Element Financial, Kelli Beckstrom, Brand Manager at Legacy Planning, Valerie McClendon, Financial Advisor with Boston Wealth Strategies, and the dynamic team from Commonwealth Financial Network—Angela Streba, Patricia Marcel, and host Kara Tierney—this episode is packed with strategies to help you stand out in a crowded marketplace. From creating emotional connections to building consistent, authentic brands, our panelists share actionable advice on strengthening your brand presence and ensuring it reflects your values. Discover how branding can transform your business and career.

Featuring:

• Jennifer Lawrence, Director of Retirement Operations, Element Financial
• Kelli Beckstrom, Brand Manager, Legacy Planning
• Valerie McClendon, Financial Advisor, Boston Wealth Strategies
• Angela Streba, Director, Advisor Brands - Marketing, Commonwealth Financial Network
• Patricia Marcel, Director, Marketing Client Services, Commonwealth Financial Network
• Kara Tierney, Manager, Marketing & Communications, Strategic Retirement Solutions

Hosted by: ARA. Third Thursday Committee