In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.
In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.
Carla Brown, FPFS, CFP, isCEO of Oakmere Wealth Management and the current president and chair of thePersonal Finance Society. With more than 28 years of experience in financialplanning, Brown has built an award-winning practice focused on helping clientslive their best lives through clarity and confidence. She is passionate aboutshifting the profession from products to people, inspiring advisors worldwideto embrace the transformative power of financial planning.
