Welcome to the National Association of Black Accountants, Inc., Charlotte Chapter - NABA CPE Series: The End of Retirement? Retirement 2.0 - March 26, 2015

NABA CPE Series: The End of Retirement? Retirement 2.0 - March 26, 2015
Hosted by Deloitte

Is this the end of retirement as we know it? What do you need to know and do to prepare yourself and/or your clients for the future? 

Regardless of age or experience, we promise you do not want to miss this very informative and interactive session with one of the industry's best.

Terry Colen, financial advisor/wealth manager with Blackbridge Financial has over 25 years of experience helping his clients understand and navigate the world of personal finance and wealth management. He is currently affiliated with Independent Advisor Alliance (IAA) and prior to being aligned with IAA, Terry received the highest recognition a Financial Advisor licensed through CUNA Brokerage Services can achieve and was ranked among the top 5% of their advisors since 2008. 

 

Date: Thursday, March 26, 2015

Event Time 5:30pm - 7:30pm

Location: 550 South Tryon Street, Charlotte, NC 28202 - 26th Floor, University AB Room

CPE Hours: 2

RSVP will close Monday, March 23rd EOD.

 

If you are not able to attend please cancel your registeration by emailing Development@NABACharlotte.org.  


Official Registry Statement:
NABA, Inc. is registered with the National Association of State Boards of Accountancy (NASBA)
as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through
its website:
www.learningmarket.org.


Technical Session Policies and Procedures: In attending, please be considerate of the presenters (s) and
the session attendees by arriving at each presentation no later than 10 minutes after the scheduled start time. 
In addition, we ask that persons remain in the session until the end.  As you are aware, late attendees and movement
in general can be very distracting for sessions in progress.  We appreciate your adherence to these requests.
 
CPE Registry Logo

Event Information
EVENT DATE:
Thursday, Mar 26 2015 at 5:30pm - 7:30pm [ iCal ]
LOCATION:
Deloitte
550 South Tryon Street
Charlotte, NC 28202

Look Who's Coming:
Bryan Angry
Time Warner Cable
Jana Ballard
Deloitte
Marc Benda
McGladrey LLP
Patrice Bowden
MetLife
Chevonne Burns
BOA
James Cheek
Deloitte Consulting, LLP
Eric Colday
NABA
Gwen Dodson
Wellsfargo
Marcel Drayton
Versage HOA
Elena Dusenbury
Deloitte
Gerry Geier
Deloitte
Ben Hagood
Deloitte Consulting
Frank Harrell
Deloitte Tax LLP
Andrea Johns
PwC
Tanya Joseph
Tanya Joseph
Latoya Kilgore
MSC
Sherine Mack
Bank of America
Krystal Magazine
MetLife
Krystal Magazine
MetLife
Angela N. Mauldin
Johnson C. Smith University
Michael Mekas
Deloitte
Tanya Miller
Bank of America
chad mosley
NABA
Theresa Myers
Graduate Student
Hazel Okwaro
Deloitte
Stephanie Parrish-Chester
DHG
Victoria Pittman
Bank of America
Timothy Pride
Bank of America
Keeya Ragin
AMS
Jonathan Sitter
Deloitte & Touche
Donnieka Smith
Deloitte
Selina Stewart
Continental Tire
Melissa Vachon
McGladrey LLP
Marcela Vega
Deloitte
Kim Walker
Carlisle
Audrey McLaughlin White
Deloitte
Charlie (PJ) White
Deloitte.
Alyssa Williams
MSC
Coretta Williams
Jennifer Williams
Cargill
Natalia Williams
NABA
Roger Williams
Roger Williams
LaShonda Wilson
Deloitte Consulting
... a total of 45 guests.





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