A CERITY PARTNERS EVENT SERIES

THRIVE

Women, Wealth & Wellness

WHEN

Wednesday, September 9th | 8:00AM - 10:00AM

WHERE

Cerity Partners | 2201 High Wickham Pl.
Louisville, KY 40245

Agenda

Cerity Partners | Wednesday, September 9th


Breakfast & Coffee

8:00 AM – 8:30 AM

 Breakfast by Gracious Plenty, coffee from Carter Coffee Company, and explore your personal color theory with House of Color. 


Welcome, Purpose, and Agenda

8:30 AM – 8:35 AM

Cerity Partners – Opening Remarks


Session #1: Women's Health

8:35 AM – 9:05 AM

Hot Topics in Women's Health

Key Speaker: Dr. Jessica Dennison


Panel Discussion: Investing at Every Stage

9:05 AM – 9:30 AM

Invested in You: How Women Should Approach Investing at Every Stage

Moderator: Carlie Palmer

Panelists: Ashley Hembree, Jenny Huelsman & Abby Miles


Networking

9:35 AM – 10:00 AM

Connect with fellow attendees


About our Speakers

thrive 2026 speakers (1)

Dr. Jessica Dennison

About Dr. Jessica Dennison

Dr. Jessica Dennison is a board-certified Emergency Medicine physician and Clinical Professor at the University of Louisville with additional expertise in Lifestyle and Functional Medicine. Her work centers on helping patients prevent chronic disease through evidence-based approaches to hormone health, nutrition, exercise, and overall wellness. Dr. Dennison is passionate about empowering women with practical, science-backed strategies to optimize their health at every stage of life. 

thrive 2026 speakers (2)

Carlie Palmer

Principal, Cerity Partners

About Carlie Palmer

Carlie is a Principal in the Louisville office where she is responsible for building and managing financial wellness programs for the firm’s corporate partners. She works closely with the firm’s HR partners to provide financial wellness solutions.

Prior to joining Cerity Partners, Carlie served as the Director of Corporate Relations at ARGI Financial Group. Before her time at ARGI she partnered with high-profile clients to create memorable experiences at large scale, high-end events. Carlie spent the early parts of her career in New York City and Chicago and previously was Director of Sales with Levy.

Carlie enjoys volunteering with Home of the Innocents and supporting their efforts in supplying housing for medically unstable children and families in the welfare system.

thrive 2026 speakers (3)

Ashley P. Hembree, CFP®

Principal, Cerity Partners

About Ashley P. Hembree

Ashley is a Principal in the Louisville office where she works alongside individuals and families to establish a trusted relationship and plan for their successful financial future through comprehensive financial planning.

Prior to joining Cerity Partners, Ashley joined ARGI Financial Group in 2021 as a Senior Financial Advisor after serving as the COO and Investment Strategist at G J Kohler Investment Advisors for the prior 10 years. There, she provided strategic leadership and oversaw all aspects of the firm’s operations, client service and compliance. Ashley also owned and operated Hembree Insurance Agency for 15 years, where she served clients in the individual, Medicare, and group health areas. During this time, she also worked as an Investment Strategist with LPL Financial for three years where she focused primarily on financial planning for women and female owned businesses.

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Jenny Huelsman, CFP®, CSA®

Principal, Cerity Partners

About Jenny Huelsman

Jenny is a Principal in the Louisville office, where she leads a team that helps clients with their personal financial planning goals. In her work, she focuses on incorporating decisions surrounding Social Security, Medicare, and legacy/estate planning into every personal financial plan.

Prior to joining Cerity Partners, Jenny worked as a Financial Advisor with ARGI Financial Group. Before ARGI, she worked in settlements and translations (Spanish) for the worker’s compensation department at a regional law firm before ultimately deciding to turn her career path toward the financial planning sector.

Jenny is married and has three daughters and a German Shepherd dog. Her family loves going to the lake and doing anything outdoors. Health, travel, soccer, and U.K. sporting events are favorites in their home.

thrive 2026 speakers (5)

Abby Miles, CFP®

Senior Associate, Cerity Partners

About Abby Miles

Abby is a Senior Associate in the Louisville office, where provides support for the firm’s comprehensive, goal-based financial planning.

Prior to joining Cerity Partners, Abby served as a Financial Advisor at ARGI Financial Group, where she provided financial planning and investment advice to clients.


2025 THRIVE: Tax Insights & Lifestyle Tips

What an incredible kickoff to our THRIVE: A Series on Women, Wealth & Wellness! In September 2025, we welcomed women from across the Louisville community for an engaging first session that blended practical financial insights with intentional lifestyle guidance. A special thank you to our keynote speakers, Lisa Buckley Zangari and Laurie Beth Baird, JD, CPA, CFP®, for sharing their wisdom on tax strategies and intentional living, and to all the inspiring women who joined us to learn, connect, and grow together.

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What You'll Learn

Cerity Partners | Wednesday, September 10, 2025

Join us as we kickoff a series empowering women through conversations on wealth and wellness. We will focus on strategies to plan with confidence including tax insights and lifestyle coaching.


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