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.
- 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