Developing a Holistic Financial Plan with Ian Rivero!

Name: Developing a Holistic Financial Plan with Ian Rivero!
Start: 2024-10-01T17:30:00-04:00
End: 2024-10-01T18:30:00-04:00
Location: Private Location (sign in to display)

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Tue, Oct 1, 2024

5:30 PM – 6:30 PM EDT (GMT-4)

Private Location (sign in to display)

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Flyer for Developing a Holistic Financial Plan with Ian Rivero!

We will be welcoming guest speaker Ian Rivero to campus as he will lead us through a case study scenario and develop a holistic financial plan! Ian has extensive knowledge in the wealth management field working as an advisor for companies such as Fidelity, and Calamos Investments. He now serves as a Senior Wealth Advisor and Partner at Power Wealth Management. He will share some of his story, and what a day in his life looks like, and will go through the case study developing a financial plan. There will be some time for questions and networking towards the end of the event! All are welcome!

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Speakers

Ian Rivero

Senior Wealth Advisor/Partner

Power Wealth Management

https://www.linkedin.com/in/ian-j-rivero-cfp%C2%AE-95308022/

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MNY Mu Nu Upsilon Professional Co-Ed Fraternity | Website | View More Events

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