November 14: Financial Planning Career Night at BU

Whether you’re an employer looking for talent or a student exploring a new career path, the Financial Planning Career Night event is for you.

Jennifer Moran, CFP®, and FPA–MA president, along with Carolynn Tomin, CFP® and BU program director, will introduce the panelists.

6:00 to 6:30         Check in & Networking at BU’s Metcalf Trustee Center

6:30                        Introductions: Carolynn Tomin, CFP®, BU Program Director

6:30 to 7:45         Panel Presentation/ Q&A

7:45 to 9:00         Networking

lan Ioffredo, CFP ®  ALENA Wealth LLC

Mike Orentlich, CFP®, CLUC, ChFCC, CASLC, AEPC Orentlich Financial Services, LLC

Jim Smith, CFP®  Morgan Stanley Wealth Management

Stephanie Lynne, CFP® Bay Financial Associates, LLC

Phuong Luong, CFP® Just Wealth

Jake Northrup, CFP® Ballentine Partners, LLC

 

If you want to have an employer table at the event, please email admin@fpama.org.

If you want to attend the event, please register at www.fpama.org/symposia

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