Nina O’Neal speaks to women’s groups, civic organizations, and corporate groups about financial planning and investing. She enjoys serving on panels to share her knowledge and experiences on various topics in financial services. Below are some featured panels from national conferences in the industry.



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SEPTEMBER 8-10, 2019

Nina O’Neal spoke about utilizing social media to connect with and to grow your clientele. Check out the coverage of the presentation by CNBC.


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ladenburg thalman national conference, washington d.c.

august 19-22, 2019

Nina O’Neal gave a “Peer Talk” during the conference to fellow advisors. She shared her story and discussed ways to reframe our thoughts and actions to help with gender disparity in financial services.


Fearless Investing summit, san antonio

October 17-19, 2018

Nina O’Neal spoke about utilizing technology in her practice to help investors invest fearlessly and stay the course.


Disrupt advice conference, new york city

September 12—13,2017

Nina O’Neal discussed how her firm utilizes technology and the benefits of creating a solid tech stack on the “Technology From An Adviser’s Perspective” panel.


ladenburg thalmann institute of women in finance, dallas

October 9-11, 2018

Nina O’Neal shared advice on how to leverage social media and relationships to grow your practice and what the future of the financial services industry make look like.


EXCELL, chicago

May 8-10, 2019

Nina O’Neal shared advice to other women on success as a female financial advisor, balancing work and family life, and having relentless determination to make it in a male-dominated industry.

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RIA East Investment forum, boston

June 14, 2019

Nina O’Neal moderated a round table discussion, “How and Why Diversity Can Grow Your Firm.”