Attend a Career Night with Financial Planning Professionals. Whether you are an employer looking to find talent or looking to explore a different career path in financial planning, this event is for you!

With introductions from Dan Galli, CFP®, CLU, ChFC- FPA MA-President & BU Instructor Carolyn Tomin BU Program Director. Lindsay Singer, CFP®, FPA MA Career Development Director will moderate the panel.

The Panel

Peter Jaworski, CFP®, ChFC, CLU – Owner at Financial Planning Strategies, LLC

Eric Roberge, CFP® – Owner & Wealth Coach at Beyond Your Hammock

Leah Warren, CFP® – Wealth Planner at Ballentine Partners LLC

Caitlin Smith (working towards CFP®) – Finance Specialist & Mobility Mentor at Crittenton Women’s Union

Jamie Ebersole, CFA, CFP® – Founder & CEO at Ebersole Financial

The Employers

Argent Wealth Management

Baystate Financial

The Colony Group

Commonwealth Financial Group

Concord Wealth Management

Lincoln Investment

Morgan Stanley

Proficient Wealth Counselors

US Wealth Management

Waddell & Reed

The Program
Check in & Networking 6:00 pm ● Panel Presentation 6:30 to 7:45 ● Q&A until 8:00 pm ● Networking until 9:00

Light Fare will be provided.

BU Metcalfe Center, Silber Way, Boston

Contact admin@fpama.org if you would like to reserve an employer table.

Register here to attend www.fpama.org/symposia