January Member Dinner Meeting - Using the PMI Methodology to Manage your Life’s “Financial Project”
Agenda
6:00-6:30 pm - Networking and Dinner
6:30-6:45 pm - Chapter Announcements
6:45-7:45 pm - Speaker Presentation and Q&A
7:45-8:00 pm - Closing Activities
Presentation Overview:
Join us for a workshop on how to utilize the skills of a PMP to develop, implement, and manage a personal financial plan as a project.
About Our Speaker:
 |
Speaker - Sean Raich, PMP, PMP-RMP, CFP®, ChFC®,CEPA® Sean has been a member of the PMI Fort Worth Chapter since 2007. He has worked in a variety of industries as a PM, including manufacturing, technology, government, and health care. For the past 7 years he has been at Edward Jones Investments helping families and business owners prepare for, manage, and transverse their goals. Sean blends the methodologies of the Project Management Institute and the Certified Financial Planning Board for his clients to create customized “projects” that meet their financial objectives. Sean graduated from the University of Texas with a B.S. in Computer Sciences and The University of Dallas with an MBA in Information and Technology Management. He holds his PMP and PMP-RMP as well as the Certified Financial Planning Professional (CFP®), Chartered Financial Planning Consultant (ChFC®), and Certified Exit Planning Associate (CEPA®) designations. Sean is a member of the Northeast Tarrant County Kiwanis Club, Rotary Club of Keller, and sits on the board of the Birdville Area Youth Futbol Association (BAYFA). He focuses on teaching and utilizing his talents to help individuals and families achieve their goals and navigate needs, wants and wishes. |
Menu:
Chicken Bruschetta, Penne Pasta
Garden Salad, Garlic Rolls
Cost:
| Member Type | Regular |
|---|---|
| Chapter Members | $25 |
| Non-Members | $35 |
** Attendees must register and pay online - no payments will be taken at the event.
It is no longer possible to register for this event
