An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk with Allison Schrager (Every attendee will receive a copy of Allison’s new book)

Are you still relevant – in these changing times? Featuring Jag Dalal-an internationally known speaker and consultant in the field of Information Technology, management  and outsourcing.

Also featuring

  • Glenn Frank, Lexington Wealth Management: Crossroads: The Intersection of Time, Money and Joy
  • David Brown, University of Arizona: Tax Uncertainty and Retirement Savings Diversification (Roth vs non-Roth)
  • Dan Candura – Ethics CE
  • Kristine McManus, Commonwealth Financial Network, Branding for Advisors

Agenda: 7:00 to 9:00 am CFP Ethics: Dan Candura/9:30 Allison Schrager/10:30 am Diminished Capacity Panel/11:50 Kristine McManus or Glenn Frank/1:40 David Brown/3:00 Jag Dalal/4:00 Reception

 

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