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February 2020 NexGen Meeting

February 28, 2020 @ 5:30 pm

FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list.

Overview:

Topic: Diversity & Inclusion

Speaker: Cameo Roberson, AAMS®

Location: Abacus Wealth Partners, 700 South B Street, Ste 200, San Mateo

Date/Time:  Thursday, February 27, 2020, 5:30 – 7:30 pm

Speaker Bio: Cameo Roberson has harnessed her experience working in the financial planning profession (over 15 years) into an innovative practice management and financial advisory practice serving financial advisors and women who want to launch into entrepreneurship. In 2017, she co-founded and co-chairs the National Association of Personal Financial Advisors (NAPFA) Diversity & Inclusion initiative. She is currently the PR/Communications Director for the Financial Planning Association, FPA Silicon Valley Chapter, Conference Committee Member for the FPA NorCal Conference and San Francisco Regional Delegate for Females & Finance (F&F), a dynamic group that supports women and male allies working in financial services.
To learn more about Cameo’s background, please visit: https://www.atlasparkco.com/meet-cameo/

Registration: Click here to register

Details

Date:
February 28, 2020
Time:
5:30 pm

Venue

Abacus Wealth Partners
700 South B Street, Suite 200
San Mateo, CA 94401 United States
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