| Upcoming Event Registration |
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Under 5 Event
New date is March 6th.
You’re invited to our Under 5 After
5 2019 Kick Off!
New Year, Next Opportunity:
Planning for Success
In
this meeting, we will cover:
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Reflecting on 2018: Wins and Missed Opportunities
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Planning for 2019:
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What’s Your
Focus?
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How Will You
Succeed?
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And How Will
You Measure It?
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Expert Input: Seasoned Mentor Panel Group Discussion
Join us to bring 2019 into
focus and set yourself up for a successful new year!
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Wednesday, March 6, 2019
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Chapter Meeting March 28, 2019
Speakers are as follows:
Mary Robinson, Director of Research, Policy
& Collaboration, Responsible Investment Association
Damienne Lebrun-Reid, Managing Director,
Standards
One more speaker to be announced
Potential 3 CE Credits
Passport Members must please register. |
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Thursday, March 28, 2019
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Under 5 Event
The Under 5 After 5 group is designed to provide information and ideas that are relevant to you and your practice as well as a forum to network and share ideas with other advisors that are in their first 5 years of business.
More information to come soon! |
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Wednesday, May 8, 2019
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Update 2019
Update 2019
More info to come soon!
Please note this is not a live event.
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Thursday, June 13, 2019
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Under 5 Event
The Under 5 After 5 group is designed to provide information and ideas that are relevant to you and your practice as well as a forum to network and share ideas with other advisors that are in their first 5 years of business.
More information to come soon!
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Thursday, June 20, 2019
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Thursday, September 12, 2019
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Under 5 Event
The Under 5 After 5 group is designed to provide information and ideas that are relevant to you and your practice as well as a forum to network and share ideas with other advisors that are in their first 5 years of business.
More information to come soon!
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Thursday, September 19, 2019
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Thursday, October 17, 2019
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Thursday, November 14, 2019
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| Officers and Directors |
| First Vice President |
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| Second Vice President |
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| Treasurer |
| Louisa Majoros CFP,R.F.P. |
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| Secretary |
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| Membership Chair |
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| Program Chair |
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| Professional Development Chair |
| Irene Walsh CFP, CLU |
| Karen Low CLU, CHS |
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| Public Awareness Chair |
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| Communication Chair |
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| Best Practices Chair |
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| Professional Conduct Chair |
| Louisa Majoros CFP,R.F.P. |
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| Advocacy Chair |
| Irene Walsh CFP, CLU |
| Karen Low CLU, CHS |
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| Financial Literacy Chair |
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| Institute Representative |
| Irene Walsh CFP, CLU |
| Karen Low CLU, CHS |
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| Sponsorship Chair |
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| GAMA Representative |
| Chris Hudson CFP, CLU, CHS |
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| Totem Pole Chair |
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| Past President |
| Chris Hudson CFP, CLU, CHS |
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| Directors |
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| Administrator |
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