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NexGen Lunch Panel Series - The "Touchy-Feely" (Softer Side) of Financial Planning
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NexGen Lunch Panel Series - The

 Export to Your Calendar 9/27/2018
When: September 27
11:30 am - 1:00 pm
Where: HFS Wealth Management
8350 Meadow Rd., #181
Conference Room
Dallas, TX  75231
United States
Contact: Emily Brooks


Online registration is available until: 9/27/2018
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When:     Thursday, September 27 from 11:30 AM to 1:00 PM

Where:    HFS Wealth Management Conference Room, 8350 Meadow Rd., #181, Dallas, TX 75231

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 NexGen Lunch Panel Series 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:


  • Brent Dunn, MMFT, LMFT, LPC, CFP® / SchlegelDunn, LLC
  • Lacey Garcia, CFP®, CDFA / Lifeway Financial Corporation
  • Lynn McIntire, CFP®, CAP, CLU, AIF / Cadent Capital
  • Roger Shake, CFP®, RLP®, CeFT® / Legacy Consulting Group

 

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!






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