Print Page   |   Contact Us   |   Sign In   |   Register
Community Search
DFW NexGen Career Transitions Panel
View Registrations Tell a Friend About This EventTell a Friend
DFW NexGen Career Transitions Panel

4/24/2019
When: April 24
11:30 am - 1:30 pm
Where: Cadent Capital
12001 N Central Expressway
CBS Tower
Dallas, TX  75243
United States
Contact: FPA DFW NexGen
9724414554


Online registration is closed.
« Go to Upcoming Event List  

 

 

 

DFW NexGen Presents: Career Transitions Panel & Luncheon

 

 

When: Wednesday, April 24 from 11:30 to 1:30 PM

Where: Cadent Capital - 12001 N. Central Expressway - CBS Tower - Dallas, Texas 75243

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

Details: $10 to attend this event. Lunch will be provided. Please provide a question for the panel upon registration. 

 

Career Transitions Panel

 

As financial planners, we focus daily on our own client’s careers and life transitions. However, our own careers and transitions within them are often just as top of mind. Whether it be a new role you’ll soon be filling or transitioning to a new firm for the first time, there are likely many details you are processing regarding your next career move.

 

Join us as we get to hear from the following panelists about their own career transitions and what they have learned and implemented into their professional lives because of them.

 

  • Ginnie Baker, MS, CFP® – Beaird Harris Wealth Management
  • Brandon Ratzlaff, CFP®  – Cypress Point Wealth Management
  • Ariel Webb, CFP®  – The Ayco Company
  • Nathan Davis, CFP® – Aspen Wealth Management

 

Please feel free to bring your coworkers or friends who are interested!

 

For questions regarding this event, contact Greg Lanier at greg@clintsmanfp.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. Send them to us at NexGen@fpadfw.org. Yes, we check this inbox regularly!

 

 

 

 

Association Management Software Powered by YourMembership  ::  Legal