Past Events

12 Dec

To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making!

12/12/2017    
4:00 pm - 5:30 pm
Topic(s): To Think, Feel, Act and Learn Like a Financial Planner – A presentation 50 years in the making! Speaker(s): Dr. Dave Yeske, CFP®, Managing [...]
07 Dec

NexGen Holiday Reception

12/07/2017    
6:00 pm - 8:00 pm
Details/Register
10 Oct

Behavioral Finance and the Psychology of Wealth

10/10/2017    
9:30 am - 1:30 pm
Panelists: Speaker 1: Spencer Sherman, MBA, CFP®, Founder and Executive, Chairman, Abacus Wealth Partners, Speaker 2: Kristen Berman, Co-Founder and Principal, Common Cents Lab, Speaker [...]
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