Financial Professionals

chapter meeting


Chapter Meeting
November 21
Tuesday
Hr 1: Professional Networking - Playing the Long Game and Why it is Worth It with presenter John Gabos
7:30 am - 10:00 am

The CFP Board acknowledges the impact of “Contextual Variables” in a client’s successful financial plan. John Gabos will dig into the impact these variables such as family status, life or professional stage and other life circumstances have on a client’s financial plan. This presentation will include strategies a financial planner can use to discover the presence of “variables” with the planner’s customers and prospects. Specifically, we will share the value of implementing a process and tool set for discovering, tracking and leveraging the relevant information to create better client outcomes.

Hr 2: Easiest Catch: Don’t Be Another Fish in the Dark ‘Net with presenter Mark Lanterman
You've read the headlines. Unfortunately, the question now is not if your information is going to be accessed or stolen, but when. Organizations are not immune to these attacks. In an effort to inform the attendees of current developments in the digital underground as well as provide realistic advice for cyber protection, Mark Lanterman will be discussing recent high-profile cyber crime events, including website breaches impacting retailers, banks, and government agencies. Mark will discuss particularly dangerous types of threats that might affect individuals involving the Dark Web, the Internet of Things, phishing, and Wi-Fi attacks.

Thanks to our November Host & Platinum Partner:
Jensen Investment Management

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