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Financial Planning and Wealth Management
Join the Financial Planning and Wealth Management networking and panel discussion event to learn more about the degree and an opportunity to meet and network with experts in the field.聽
Discussion & Insight
- What is Financial Planning and Wealth Management?
- Careers in Financial Planning and Wealth Management
- Scholarship and Involvement/Networking Opportunities
Panelists
- Derek Horstmeyer (Director of Financial Planning & Wealth Management)
- Jason Howell(President of Jason Howell Company CFP庐, CPWA庐, CSRIC庐)
- Daniel Lash (Partner at VLP Financial Advisors CFP庐, AIF
- Andrew Fincher (Financial Advisors at VLP AIF庐)
- David L. Johnson ( Partner at SEIA CFP庐, AIF庐)
- Judy Redpath (Founder of Vista Wealth Strategies CFP庐, AIF庐)
- Lauren O'Brian (Senior Wealth Advisor at XML Financial Group CFP庐, CPA)
Includes:聽pizza and giveaways
RSVP here:
Topics
Topics