Evolve Speaker Series Symposium
What is Your Financial DNA for Leadership and Financial Planning?
Strong Financial Planning = Strong Leaders
Wednesday, February 24, 2016
There are 10 Financial DNA® types - Are you a relationship builder, an initiator, a strategist, an adapter, a facilitator, or one of the other behavior styles? By attending this program, you will receive your personal FDNA profile and learn how you and other’s make financial decisions. Your summary will identify how you not only manage finances, but how you lead. This understanding will give you confidence in working on teams, with partners, and with your own day-to-day financial decisions.
Speakers: Kathleen Lenover-Education for Abundant Living and Amy Obert - Charles Schwab
Amy Obert, CFP®, VP- Financial Consultant, Charles Schwab
Moderator and 7 Tips to Get Your Financial House in Order
Kathleen Lenover, CFP®, President, Education for Abundant Living
Financial DNA® Assessment
Panel Discussion – Hear from the Experts:
A panel of experts and experienced leaders in finance, banking, insurance, and credit unions
will share their insights on financial planning and leadership.
Nathaniel Cicotello, CFP®, VP Sr. Financial Consultant, Charles Schwab
Debbe Kirkpatrick, VP Lending, Credit Union of Colorado
Terrie Martinez, CRPC®, Investment Advisor Representative, Transamerica Financial Advisors
Time: 4:00 PM- 7:30 PM
Read More About the Symposium and Register>>
Join us for the first "Connections" of 2016
Formerly known as Savvy Salons
Monday, February 29, 2016
Influencing Without Authority
How would you like to have more influence in your world?
Speaker: Kathy Cooperman
Time: 4:45 PM - 7:00 PM
Where: Fritz Knoebel School of Hospitality Management - Daniels College of Business, University of Denver
Read more about Kathy and her topic>>