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2018 NexGen Lunch Panel Series
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2018 NexGen Lunch Panel Series

When: February 15
11:30 am - 1:00 pm
Where: Lee Financial
8350 N Central Expy, Suite 1800
Dallas, TX  75206
United States
Contact: Emily Brooks

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2018 NexGen Lunch Panel Series 


     Thursday, February 15th from 11:30 AM to 1:00 PM

Where:    Lee Financial, 8350 North Central Expressway, Suite 1800, Dallas, TX

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:

  • Katie Brewer, CFP® / Your Richest Life
  • Kyle Imhof, CFP® / Clintsman Financial Planning
  • Ginnie Baker, MS, CFP® / Beaird Harris Wealth Management


Please invite your coworkers and friends who are interested! For questions regarding this event, contact Emily Brooks at or Emma Cramm at


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  Yes, we check this inbox regularly!

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