Event Information
NAPFA Webinar - "Ask Me Anything" with Eric Roberge
Online Webinar
Wednesday, October 24, 2018
3:00 PM - 4:00 PM
iCalendar
Central Standard Time
Wednesday, October 24, 2018 at 3 p.m. ET (2 p.m. CT, 12 p.m. PT)
Presented by: Eric Roberge, CFP®, founder of Beyond Your Hammock in Boston, MA
Earn: 1 NAPFA CE in K-Marketing & Practice Mgmt.
Member $39; Non-Member $59
*Genesis members, do not register here! The free link can be found in the Announcement or the Library of the NAPFA Genesis community on NAPFA Engage (http://community.napfa.org).
Would you like to open your own firm by age 33? Serve millennials through a monthly subscription model? Conduct 85% of your business virtually and not maintain a formal office? Be named to Investment News’ “40 Under 40 Financial Advisors”? Then come ask Boston advisor (and NAPFA member) Eric Roberge how to get it done! Submit your questions for Eric ahead of time in the NAPFA Genesis community in Engage, or ask them during the webinar.
Eric is the founder of financial planning firm Beyond Your Hammock and a graduate of Babson College. He previously worked as a portfolio accountant for a bank, assistant treasurer for a financial services company/investment bank, and as a financial planner at several independent financial planning firms. He’s been a guest lecturer at Harvard on setting up seniors for financial success after college, and has written for Money Magazine, Forbes, Kiplinger and Business Insider.