When

Friday, July 13, 2018 from 7:30 AM to 10:00 AM PDT
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Where

Rancho Cordova City Hall 
American River North Room
2729 Prospect Park Drive
Rancho Cordova, CA 95670
 

 
Driving Directions 

Agenda 

7:30 am

Registration & Networking

 

8:00 am 

Welcome, Chapter and Sponsor Acknowledgements & Breakfast

 

8:30 am

Presentation Begins 

 

9:30 am 

Q & A / Presentation Ends

 

9:45/10:00 am 

Raffle & Closing Remarks


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 Topic:
 Serving Young Professionals… Profitably

Speaker(s):
Russell Kroeger, CFP®, EA
Paradigm Wealth Architects
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Description:

Millennials are the largest generation in the US labor force. They stand to inherit an estimated $30 trillion in the coming decades. Is your practice ready to serve them? Please join us in listening to Russell Kroeger’s unique insight on what it means to plan for young professionals. Russell will discuss the key factors to consider when guiding a millennial through the financial planning process. He will show you how to implement a profitable service model that simultaneously provides substantial value to the next generation of clients. Get ready for the next wave of financial planning clients and be sure to attend our July meeting!

*This topic is currently under review by the CFP Board for 1.0 hour of CE credit.

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About the Speaker(s): 

Russell Kroeger_ CFP__ EA Paradigm Wealth Architects Russell founded Paradigm Wealth Architects to help clients live a life that is in alignment with their ideal-selves, so they can pursue wealth and impact the world. Prior to launching Paradigm Wealth, Russell gained experience at several financial planning firms while responsible for more than 150 client relationships. In addition to serving clients through Paradigm Wealth, Russell is the Director of Advocacy for the FPA of SF, is a member of Money Quotient’s Research and Education Task Force, and engages financial planning firms as a consultant.
Russell Kroeger, CFP®, EA
Paradigm Wealth Architects