Meeting Details - WEBINAR

Wednesday, April 14, 2020
5:00 pm - 6:30 pm

Title:

FPA Happy Hour: Navigating through World Events as Financial Advisors

 Panelists:
Diane Bourdo, CFP® President of the Humphrey's Group
Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie
Kacy Gott, CFP®, Meritas Wealth Management

Program Description:
In the current world of self-isolation, we are bringing you a physical distancing, social gathering! Bring your favorite drink and join us for a virtual panel discussion with experienced advisors who have been through a world-changing event or two. At this meeting, they will share some tips and experiences for supporting clients through market/world upheavals as well as ideas for self-care. It would also be wonderful to see everyone on a big Zoom call.

Panelists:
Diane Bourdo, CFP® President of the Humphrey's Group


Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie


Kacy Gott, CFP®, Meritas Wealth Management

Agenda:
5:00 - 5:10 pm - Chapter Announcements
5:20 - 5:35 pm - Diane 
5:35 - 5:50 pm - Dave
5:50 - 6:05 pm - Kacy
6:05 - 6:30 pm - Q & A