Third Annual Conference for African-American Financial Services Professionals - Archive

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African-American Financial Services Professionals

Third Annual Conference for African-American Financial Services Professionals Presentation Overview
Workshop - Build Wealth in a Turbulent Economy Reach New Heights. Realize Your Dreams By Understanding the Forces Shaping the Current & Future Investment Landscape Presented by Steven L. Sanders Workshop - Long Term Care Principles for Success Presented by Arthea J. S. "Charlie" Reed, Ph. D. Workshop - 401-(k) Retirement Plans Presented by Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, CBC Comprehensive Benefit Services, Inc. Securities offered by LPL Financial Member FINRA/SIPC Workshop - Agents into Management Presented by Paris Lewis Wealth Allocation Framework A New Lens for Evaluating Your Wealth Presented by Norman Bing CFM Vice President - Investments Senior Financial Advisor Merrill Lynch		Day 2 - Keynote Address Dr. Laurence Barton PhD. President of The American College Workshop - Financial Planning Seeing the Big Picture Vicki Brackens, ChFC® Senior Financial Planner Workshop - Target Marketing Presented by Deanna Tillisch & Kisha Pugh Workshop - Target Marketing - Marketing Matters! Key Points to Developing a Marketing Strategy for your Practice Presented by Kisha R. Pugh Transfer of Wealth at Retirement Presented by Jerome Tellis, Financial Services Representative, & Darrell Williams, Financial Services Representative MetLife

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