Women's Financial Planning Symposium
Date: Friday, Apr. 6 - Saturday, Apr. 7, 2018
Time: Day One: 1:00 - 8:00 P.M. • Day Two: 8:00 A.M. - 12:45 P.M.
Location: Adam W. Herbert University Center
The UNF Women's Financial Planning Symposium is a two-day conference designed to provide valuable insight from leading industry professionals about careers in Financial Planning. Through hands-on workshops, students will have an opportunity to grow and develop in areas that can help them in any chosen career field. Throughout the symposium, students will be able to network with key leaders and learn new skills such as how to leverage their emotional intelligence and establish a personal brand.
Please RSVP to attend this event.
|1:00 - 1:30 P.M.
||Keynote Speaker, Careers in Advising Kim Jenson COO, Private Client Group
|1:30 - 2:30 P.M.
||Workshop: Crafting an Elevator Pitch Tom Lakatos, VP Branch Development
|2:30 - 2:45 P.M.
|2:45 - 3:45 P.M.
||Workshop: Building Your Personal Brand Shatara Francis-Troy, VP
|3:50 - 4:45 P.M.
||Transitioning from Student to Professional Caleb Brown, Co-Founder and Partner
New Planner Recruiting
|5:30 - 8:00 P.M.
||Dinner & Networking, Maggiano's
|8 :00 - 9:00 A.M.
||Continental Breakfast & Morning Panel Featuring Women Financial Advisors
- Dawn Alexander, CFP®, CDFA®, Financial Advisor, Morgan Stanley
- Michelle Ash, CFP®, RICP®, CASL®, Managing Partner, Paragon Wealth Strategies
- Carolyn McClanahan, President, Life Planning Partners
- Catherine Trinder Miller, Financial Advisor, Pando Partners Wealth Management
- Erin Roskelly, Financial Advisor, First Command Financial
|9:05 - 10:00 A.M.
||Workshop: Balancing Your Commitments Kelley Shaw, Employee Benefit Client Executive
|10:00 - 10:15 A.M.
|10:15 - 11:15 A.M.
||Workshop: Leveraging Emotional Intelligence Tara Showalter, CFP®, JD, President
Bold New City Financial
|11:20 A.M. - 12:00 P.M.
||Benefits of UNF Financial Planning Major Oliver Schnusenberg, CFP®, Ph.D., Director
UNF Financial Services Program
|12:00 - 12:45 P.M.
||Closing Speaker & Remarks Tom Lakatos, VP of Branch Development