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OCTOBER 12, 2023 | 11:00 AM - 12:30 PM ET | VIRTUAL
Building a Profitable & Purpose-Driven BusinessWhat if you could multiply the positive impact you have on your clients, employees, and community? This virtual event will explore how financial advisors can use their business for good, while also driving new growth. Join us for this complimentary CE RIA LAB to learn how to:
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Continuing EducationThis program has been approved for 1.5 CPD hours from the Investments & Wealth Institute and the CFB Board.
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Retirement & Planning Editor, Multimedia Anchor, InvestmentNews Gregg Greenberg joined InvestmentNews as an anchor and reporter after spending four years as the GM of Media at the C-Suite Network. Prior to these positions, Gregg was the lead anchor and personal finance writer at TheStreet for more than 13 years where he interviewed CEOs, fund managers, professional athletes, entrepreneurs and bestselling authors. |
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Head of Growth, Thrivent Advisor Network Juli Wilder is Head of Growth for Thrivent Advisor Network, the independent registered investment advisor (RIA) subsidiary of Thrivent. Juli leads all aspects of growth and development for Thrivent Advisor Network, and she partners with its community of independent advisors to help them develop customized growth plans aimed at achieving better outcomes for their businesses. |
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Head of Technology, Thrivent Advisor Network Jeff Haines is the Technology Consultant of Thrivent Advisor Network, the independent registered investment advisor (RIA) subsidiary of Thrivent. In his current role, Jeff works closely with its community of independent advisors to help them solve their most pressing people, process, and technology challenges. |
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Co-Founder and Chief Impact Officer, Mission Wealth Seth Streeter is the co-founder and Chief Impact Officer of Mission Wealth, a nationally recognized, employee-owned, wealth management company with an award-winning culture that manages $6.2 billion in assets for over 2,700 families across the U.S. |
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Wealth Advisor, Parable Wealth Partners Bruce is a founding partner of Parable and began his career in financial services with Thrivent in 1992. That was shortly after he earned 141 strikeouts during his pitching career at Gustavus! While Bruce is still several years away from being retired – his arm is. |
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Wealth Advisor, Advent Partners Jamie started his career as financial advisor in 2006 and is now a managing partner with Advent Partners. He has grown the practice by delivering top-notch service and financial wisdom based on client’s goals and values. He has four children with his wife, Pam, and is actively involved in family life. He enjoys working on his golf game when he has time. |
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Program Director, Chartered Advisor in Philanthropy®, Wallace Chair of Learning and Professionalism in Philanthropy and Assistant Professor of Philanthropy | Academics, The American College of Financial Services Jennifer Lehman earned her PhD in personal financial planning from Texas Tech University; Russell James was her dissertation chair. She also earned law and MPA degrees from UNC-Chapel Hill, a Bachelor of Science from TCU, and CFP® and CAP® credentials. |
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Vice President, Development and Communications, Foundation for Financial Planning Katie Hammer serves as Vice President of Development and Communications for the Foundation for Financial Planning (FFP), developing strategies to engage financial services professionals and companies in FFP’s mission to expand access to pro bono financial guidance for people in need, including low-income workers, families facing cancer, military veterans, underserved women, and more. |
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