Financial Professionals

Chapter events

Chapter meeting
March 19

Golden Valley Country Club
Racial Diversity In Financial Planning: Where We Are and Where We Must Go
11:30 am - 2:00 pm

Marilyn Mohrman-Gillis - Executive Director, CFP Board Center for Financial Planning

In this session, Marilyn Mohrman-Gillis, Executive Director of the CFP Board Center for Financial Planning will discuss the unique challenges facing the profession and the Center’s initiatives to convene stakeholders from across the profession to address them. In particular, this presentation will focus on the Center’s Diversity Research: the conclusions that can be drawn from it and actions that firms and practitioners can take to meet these challenges head on.

Thanks to our March Host & Platinum Partner:
Woodbury Financial Services

RSVP by March 15, 2019

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