Calling all students, new planners and career changers: Enjoy food and drinks with your peers, while engaging in deep conversation with visionaries and leaders from within the profession on topics of immediate interest to you in your stage.
Table topics and hosts include:
Cultivating Leadership: Explore how to thoughtfully and intentionally nurture your leadership skills within the profession.
Hosted by: Ameriprise Financial Advisors
Demystifying the Financial Planning Landscape, Understand the difference between the types of firms and job offers at RIAs, Broker Dealers, Insurance Agencies and Wirehouses.
Hosted by: Dan Moisand, CFP®
Developing Your Own Personal Brand: Learn how to use PR, online marketing and other mediums to make your career in financial planning more successful.
Hosted by: Mike Byrnes, MBA
Entering the Profession with Confidence: Identify how new financial planners can overcome obstacles and take charge of their careers.
Hosted by: Hannah Moore, CFP®
Finding and Succeeding in a New Job: Discussion on how new planners can launch their career!
Hosted by: Caleb Brown, MBA, CFP®
The Art and Science of Internships: Why an internship can be the key and how to leverage the client-facing experience you’ll gain for your future success.
Hosted by: Michael Van Grinsven, CLU
The CFP® Exam - What To Expect: Conversation on how to continue to push forward with purpose as you make your way through the CFP® Exam.
Hosted by: Alexandria E. Cole
The Importance of Active Networking: get your story out to people who need to hear it in the easiest and least expensive way.
Hosted by: Susan Kornegay and Adam Kornegay
Unlocking Your Greatest Asset - Your Potential: Elevate your passion, prepare for professional success and personal happiness.
Hosted by: Stephanie Bogan