Sign In
Manage PermissionsManage Permissions
Export Event


Women in Finance Event:  Your Prosperity Picture

Event Description

Sponsored by:       

A CFAOC Women in Finance Event​
Your Prosperity Picture

A 5-step system designed to help manage your money, design your life and create your future

Women control 51% of all wealth in the United States.* "Your Prosperity Picture" seeks to help financial advisors build assets within this lucrative marketplace using an entertaining, interactive and inspirational approach rarely seen in the industry.

Attendees are introduced to key steps intended to create prosperity, participate in five interactive discussions, and work with a unique hands-on visualization tool to help them connect their money with their lives.

Lisa Keung (2).jpg
Lisa Keung
Director of Creative Campaigns
Lisa is a national speaker and the developer of many of Invesco's practice-building programs including the "Your Prosperity Picture" workshop for women investors, "New Retirementality," and "T.E.A.M. Dynamics." She is co-author of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.
Lisa has been a keynote presenter at hundreds of industry conferences, as well as a Pennsylvania Treasury Department statewide tour and "The Possible Woman" Conference with Ann Richards. She has been featured in media including Business Week, the New York Times, NBC News Philadelphia, NPR's "Marketplace Weekend" and Fund Marketing Alert. Lisa is also trained as an improv actor and occasionally writes comedy sketches for Invesco-hosted meetings.
Prior to joining Invesco in 2010 when the firm combined with Van Kampen Investments, she spent 12 years with Van Kampen's Consulting Group, (now known as Invesco Consulting), a group dedicated to helping financial advisors get, keep, and grow business. Before that she completed a two-year stint in advertising account management, including a ten-year engagement as an account supervisor at DDB Worldwide. Lisa holds a BS in journalism with a concentration in speech communications from the University of Illinois and earned her Registered Corporate Coach designation in 2004.
She is currently a member of the Invesco Women's Network, a volunteer for One Million Degrees and a regular guest speaker at Loyola University in Chicago. Lisa lives in downtown Chicago with her family. In her free time, she enjoys reading, going to the theatre, and eating. To counteract the latter, she has taken up running.

Event Type

Career; Educational

Education Topic


Start Time

10/19/2017 11:30 AM

End Time

10/19/2017 1:30 PM


Newport Beach



Event Country


Event Region


Location Info

​The Pacific Club

4110 MacArthur Blvd.

Newport Beach, CA 92660


Lisa Keung

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



All Day Event





Content Type: MyCFA Calendar
Created at 9/22/2017 11:00 PM by
Last modified at 9/22/2017 11:09 PM by