Veterans and Rising Stars  

October Program 

Enjoy drinks and appetizers while you learn from industry Veterans and Rising Stars in a casual environment. The first 30 minutes will be networking followed by an open discussion with the panel experts. 

This month our experts are:

Richard Wagner, JD, CFP
Principal of WorthLiving LLC
32 years industry experience
JD from Lewis and Clark Law School and Bachelors Degree from College of Wooster 

David Billingslea, CFP, APMA
Franchise owner with Ameriprise
15 years industry experience
Business major, History minor at James Madison University 

Julie Fletcher, CFP
Financial Advisor at Sharkey, Howes and Javer
8 years industry experience
Bachelor Degree in Financial Planning from Kansas State University 

Jeremiah Erickson, CFP, MBA
Trust Officer at Integrity Bank & Trust
4 years industry experience
MBA in Finance from the University of Colorado and a Certificate in Financial Planning from Boston University 

We invite you to attend with any burning questions you would like to get answered

This event proudly sponsored by 

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