NAPFA Genesis Webinar - Career Path Planning
Online Webinar
Wednesday, February 16, 2022
3:00 PM - 4:00 PM
iCalendar
Eastern Standard Time
Presented by: Patrick E. Rohe, CFP®, CEO of Rockbridge Investment Management, LLC
1 NAPFA CE in L – Strategic Planning
Content Level: Foundational
Member: $39; Non-Member: $59
Free to NAPFA Genesis members, courtesy of LLIS. To register for free, use the promo code emailed to you, or find it in the Announcement of the NAPFA Genesis community here.
Do you know what’s next for you at your firm and in your career? How are you going to get there? As financial planners, we need to plan our careers as well; there’s no one else with a greater interest in them. Join Rockbridge CEO Patrick Rohe as he discusses the lessons he learned during his own career and challenges you to think about your next steps and how you might achieve them.
Learning Objectives:
- Understand different career paths
- Learn how to objectively analyze your strengths to set achievable career goals
- Learn how to have “the talk” with the leadership team at your firm