2022 Women in Business Summit

Palm City Chamber of Commerce Women in Business Summit
Sponsored by Rebecca Beckett, CFP®, HJ Sims

Date & Time: Thursday, September 22, 2:00pm – 5:00pm

Location: Charlie Leighton Park | Palm City Community Center | 2701 SW Cornell Ave. Palm City, FL

We would like to invite you to the Women in Business Summit on September 22, 2022, which is American Business Women’s Day. We are thrilled to be the presenting sponsor for this inaugural event to advocate and celebrate women in business.

Join us for relevant, spirited discussions and presentations from accomplished, local businesswomen on topics ranging from finance, education, business management and health & wellness. Discover, support and network with local businesswomen as they showcase their products and services. 

Photos from the Event

Meet the Speakers

Rebecca-Beckett

Rebecca Beckett, CFP®

Senior Vice President

HJ Sims

Donna

Donna Linton

Reverse Mortgage Advisor

Zarro Mortgage Group

Amanda

Amanda Foster

Mortgage Specialist

Zarro Mortgage Group

Jill-Marasa_Ashley Capital

Jill Marasa

Director of Development

Ashley Capital

Joan Goodrich_Martin County Bus Dev Board

Joan Goodrich

Executive Director

Martin County Business Development Board

Joanne Zarro

Joanne Zarro

President

Zarro Mortgage Group

Dr-lisa-grassam_Grassam Chiropractic

Dr. Lisa Grassam

Chiropractic Specialist

Grassam Spine & Wellness Center

Agenda

2:00 pm – 5:00 pm

Exhibits

2:10 pm – 2:35 pm

Tools You Can Use…
Speaker: Jill Marasa, Ashley Capital

2:40 pm – 3:05 pm

Mortgage Products & Credit in Today’s Environment
Speakers: Joanne Zarro; Amanda Foster; Donna Linton, Zarro Mortgage Group

3:10 pm – 3:35 pm

Women & Money: Challenges, Successes and Strategies
Speaker: Rebecca Beckett, CFP®, HJ Sims

3:40 pm – 4:05 pm

Top 10 Resources You Should Know (and Use)
Speaker: Joan Goodrich, Martin County Business Development Board

4:10 pm – 4:35 pm

The Power Of A Woman
Speaker: Dr. Lisa Grassam Smith, Grassam Chriopractic and Wellness Center

Location

Sector Update with Aspire: Lynn Daly, HJ Sims

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HJ Sims Executive Vice President, Lynn Daly was on Sector Updates with Aspire. In this episode, Lynn discusses what trends she is seeing in the nonprofit aging services sector from an investment banking side as well as what she is seeing from the partnership side.

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HJ Sims 1st Annual Private Wealth Management Summit Recap

It’s hard to believe it’s been a month since the HJ Sims Private Wealth Management team came together in Boca Raton, FL for our 1st Annual Private Wealth Management Summit. The focus: alternative investments.

The Summit was an opportunity for our financial professionals to gather for education, collaboration, inspiration and a little fun under the sun. With team members in offices around the U.S. and Puerto Rico, many team members have not had the chance to meet face-to-face with their colleagues outside of Zoom. The camaraderie proved to be invaluable, allowing the HJ Sims Private Wealth Management team to forge greater connections with each other and share insights.

While the connections were key, the icing on the cake was the thought-provoking education sessions put on by the Summit sponsors. The team heard about the latest on products, solutions and technology advancements from leading experts in the alternative investments space. Presenters included One Oak Capital Management, Glide Capital, Apollo Global Management, First Trust, Prospect Capital Management, InspereX, Nexpoint, Bluerock, WhiteHawk Energy and Capital Square as well as members of the HJ Sims investment banking team.

Check out the photos below for some of our favorite moments from the Summit.

Interested in building an investment portfolio or looking to take yours to the next level with our team? Get in touch.

Or interested in joining a firm that prioritizes learning and culture and has an extensive history of helping its clients navigate today’s complex market? Explore our career opportunities or get in touch.

The information contained herein is subject to change without notice. Under no circumstances shall this constitute an offer to sell or solicitation of an offer to buy. Investments involve risk including the possible loss of principal. HJ Sims is a member of FINRA and SIPC, and is not affiliated with First Trust, NexPoint, InspereX, First Trust, Prospect Capital Management, Capital Square, One Oak Capital Management, Glide Capital, Apollo Global Management, Blue Rock, WhiteHawk Energy or PCS.

24th Annual Knights of York Charity Golf Outing & Dinner

HJ Sims Financial Advisor, Michael Reed Torre is proud to sponsor the Knights of York 24th Annual Charity Golf Outing & Dinner benefiting children’s charities. Michael will be sponsoring a Corporate Foursome at the outing.

About the Knights of York

Founded in 1996, the Knights of York is a modern-day band of of brothers whose noble mission is to improve the lives of children in need. Their motto, “Every Knight for Their Tomorrow” is the vow each Knight takes to succeed at their goal.

A 501(c) (3) nonprofit organization, the Knights of York began its charitable journey as an outgrowth of professional friendship the founders formed. They continue to work compassionately to raise funds for lesser known causes. To date, the Knights of York have donated nearly one million dollars to support medical research, educate autistic children and provide resources to worthy community programs. 

Michael Torre is the President Elect of the Knights of York and part of the Golf Outing Committee.

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.