Young Professionals Luncheon: Investing for Today and Tomorrow

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Name: Young Professionals Luncheon: Investing for Today and Tomorrow
Date: January 10, 2019
Time: 11:30 AM - 1:00 PM EST
Registration: Sorry, public registration for this event has been closed.
Event Description:

Pre-registration is now closed. Walk-ins are available. Thank you. 

Join the Young Professionals of Palm Beach North for their quarterly professional development luncheon on Thursday, January 10 at Ruth's Chris Steak House in North Palm Beach.


When registering, please select your lunch option of grilled chicken caesar salad, seared ahi tuna salad or a steak sandwich with fries.

Our program will feature a panel discussion covering the topic of managing your finances for today and the future as a young professional.  Panelists include Jenn King of Northwestern Mutual speaking on How to Create an Ideal Budget to Achieve Current and Future Goals, Cory Lyon of Fuoco Group speaking on the topic of What Challenges Come with Millennial Spending/Saving Strategies, and Scott Shrader of Vault Wealth Management speaking on the topic of Education and Understanding Your Money.

About the speakers

Jenn King works as a Financial Advisor for Northwestern Mutual, where she helps her clients to find relevance around what financial security means to them; helping to address risk management, wealth accumulation, and wealth preservation and distribution. Since joining the firm in 2013 she has completed her Chartered Leadership Fellow designation through the American College and currently holds a Florida Life, Health and Variable Annuities license in addition to the FINRA Series 6 and Series 63.

As a graduate of The University of Florida, Jenn is a passionate Gator fan who enjoys time with friends and family, reading, and other fitness related activities such as crossfit, yoga, and soccer. She remains active in the Palm Beach community through her volunteer work with Leadership Palm Beach County (Alumni 2016), the Young Professionals of Palm Beach North, Junior Achievement, and local events such as ArtiGras, the Honda Classic, and ACS Making Strides Against Breast Cancer.

Jenn and her husband, Coleman reside in Palm Beach Gardens and love spending time at the beach with their yellow Labrador, Lily.


Cory Lyon serves as a Financial Advisor at TFG Financial. Cory holds the Series 65 Investment Advisor Representative license. He also holds the 2-15 Life Health & Variable Annuity license in both Florida and in New York. Prior to employment at TFG Financial, Cory was a Financial Advisor at Fortitude Investment in Jupiter, Florida.

As a Financial Advisor, Cory provides customized investment portfolio design and personalized asset management for each client. His holistic approach to wealth management revolves around an analysis of the client's current financial approach to be sure it will fit their individual financial goals. Cory acts as a fiduciary for all his clients.

Cory is engaged in the local business community. He is an active member of the Palm Beach County Estate Planning Council, the BEI Business Enterprise Institute, the Palm Beach Chamber of Commerce, and the Palm Beach Young Professionals. He is an inaugural member of the 40 Under 40 Forum.

Cory received his bachelor's degree from Florida State University, and is a member of the Palm Beach County Seminole Alumni Association.


Scott Shrader EA, CFP® has a degree in Finance and International Business from the Pennsylvania State University. He started in the tax industry in 2001 by opening the 586th Liberty Tax Service office. During his tenure with Liberty Tax Service, he opened / operated a total of 16 different offices. He was consistently ranked in the top 50 entities, and had individual offices that ranked in the top 75 new offices nationally, the top 75 second year offices, the top 75 third year offices, and the top 50 growth lists(both on the office and entity level). In 2006, he became an Enrolled Agent (EA) and is able to represent taxpayers in front of the Internal Revenue Service.

Mr. Shrader expanded into the investment arena by obtaining his Series 7 (General Securities Rep) and Series 66 (NASAA-Uniform Combined State Law Exam) licenses in 2003. In 2004, he attended the H.D. Vest Financial Planning Institute in Cherry Hill, NJ. Mr. Shrader went on to complete the CERTIFIED FINANCIAL PLANNER? certification program through New York University and became a CFP® professional. He is currently the president of Vault Financial, LLC and is personally meeting with clients that are passionate about pursuing their financial dreams.

Location:
Ruth's Chris Steak House
661 US 1
North Palm Beach, FL 33408
Date/Time Information:
Thursday, January 10, 2019
11:30 a.m. - 12:00 p.m. Registration/Networking

12:00 p.m. - 1:00 p.m. Program
 
Contact Information:
Erika Larson
Fees/Admission:
Members: $40 in advance | $45 at the door 
Non-members: $50


Pre-registration closes the afternoon of the day before the luncheon, if it is not sold out prior. Walk-ins are subject to availability. 
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