2018 NexGen Lunch Panel Series - Navigating Your Career Path
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2018 NexGen Lunch Panel Series - Navigating Your Career Path

When: March 16
11:30 am - 1:00 pm
Where: CBS Tower
12001 N Central Expressway
1st Floor Conference Room
Dallas, TX  75243
United States
Contact: Emily Brooks

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2018 NexGen Lunch Panel Series 



When:     Friday, March 16th from 11:30 AM to 1:00 PM

Where:    CBS Tower, 12001 N. Central Expressway, 1st Floor Conference Room, Dallas, TX 75243

Who:       Everyone age 36 & under who is interested in pursuing their personal & professional growth


Details:    $10 to attend this event.  Lunch is included.

Join us for the 2018 Lunch Panel Series in February, March, and September as we will invite four local advisors to talk about their experiences in different aspects of financial planning. When registering, please submit a question that you would like to ask the panel. We will be starting the conversation based off what you want to hear and allowing the conversation to grow from there.  Below are the panelists we'll be hearing from:

  • Taylor Steele, CFP®, CLU®, AIF®, EA / Cadent Capital, LLC
  • Hannah Moore, CFP® / Guiding Wealth Management
  • Dan Mauck, CFP® / Clintsman Financial Planning
  • Dennis Moore, MBA, CFP® / Quest Capital Management


Please invite your coworkers and friends who are interested! For questions regarding this event, contact Emily Brooks at Emily.brooks@hfs-wm.com or Emma Cramm at emma.cramm@raymondjames.com.


Can’t make it to this meeting but have ideas for future topics? Let us know! Send your ideas for speakers, topics, and activities you would enjoy doing with NexGen. Contact FPA DFW NexGen Director, Ginnie Baker, CFP® at NexGen@fpadfw.org.  Yes, we check this inbox regularly!