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