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
Companies in attendance at this years event will be Ballentine Partners, Carl P. Sherr, Lincoln Investments, Morgan Stanley, Newfound Associates, O’Brien Wealth Management and Prudence Financial Inc.
If you want to have an employer table at the event, please email firstname.lastname@example.org.
If you want to attend the event, please register at www.fpama.org/symposia