Welcome to the National Association of Black Accountants, Inc., Charlotte Chapter - NABA Meeting: Deloitte Presents "Building a Strong Financial Future"

NABA Meeting: Deloitte Presents "Building a Strong Financial Future"
  hosted by Deloitte  
featuring Terry Colen, CRPC® Financial Advisor, Blackbridge Financial

You’ve heard every financial planner preach about having an emergency fund, sticking to your budget, and planning for retirement. But have you fully considered the financial impact of unemployment? Will your family be covered in the unfortunate happenstance of an untimely death? Will you still be enjoying your retirement if you live to see one-hundred?

You don’t want to miss this enlightening seminar, where you will learn

 

  • How to dig yourself out of debt while building a savings plan for the future
  • What you need to be doing in your 20s, 30s, 40s and 50s to pursue your retirement goals
  • Insights and techniques that can help you manage your retirement investment plan, estimate Social Security benefits  and take advantage of new tax rules
  • Asset allocation strategies and preliminary estate planning considerations

 

This is a hands-on working seminar. Be sure to bring a calculator and information about your budget, assets, and expenses.

 

For building security purposes, all attendees must RSVP by Tuesday May 31st

 ALL are welcome to attend, however, only NABA Charlotte members of record will be eligible to receive CPE credit (2 hours). Becoming a member is easy! Simply visit NABA Inc's Membership Center and sign up today.

 

LIGHT REFRESHMENTS WILL BE SERVED 

 

ABOUT OUR SPEAKER

 

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. 

 

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.

 

Event Information
EVENT DATE:
Thursday, Jun 2 2016 at 5:30pm - 7:30pm [ iCal ]
LOCATION:
Deloitte -- Duke Energy Center
550 S Tryon Suite 2600 Conference Room University AB
Charlotte, NC 28202 USA

Look Who's Coming:
Bryan Angry
TWC
Daniel Asante
Student at Strayer University
Marissa Bell
Bank of America
Travis Blackmon
Christoper E. Carter, CPA, PLLC
Rich Bovard
Deloitte
Valarie Burke
PwC
Chevonne Burns
Christoopher Carter
Christopher E. Carter, CPA,PLLC
Opal Christie
TIAA
Elizabeth Colen
BlackBridge
Terry Colen
BlackBridge
Terry Colen
BlackBridge
Manny Darko
DHG
Charles E. (Chuck) Davis
Varietta Davis
Bank of America
Terresa Dent
Ernst&Young
Terresa Dent
Ernst & Young
Rasheeka Forbes
OCC
Bryan Gaither
NABA
Bryan Gaither
NABA
Devin Hairston
KPMG
Nia Hall
Deloitte
Orville Harmon
EY
Jerry Hinton
Perspectives, LLC
Jillian Hishaw
F.A.R.M.S.
Aaron Horton
Aaron Horton
Aaron Horton
camille jackson
Tyler Jeffries
Bank of America
Latoya Kilgore
MSC Industrial Supply
Jackie Lee
PwC
Stacy Mark
Deloitte
Donnieka McCall
Deloitte
Kira Miles
DHG
Melanie Moore
Sylvia Negron
Duke energy
Miles Onafowora
Zion Financial
Krystal Owens
Ally
Stephanie Parrish-Chester
DHG
Victoria Pittman
Victoria Pittman
Brittany Powell
DHG
Timothy Pride
Bank of America
Ashlyne Reid
Bank of America
Nora Richmond
DHG
Omar Ritter
TIAA
Chevalle Slaughter
Hines
Selina Stewart
Continental Tire
Britni Washington
PwC
Crystal Williams
Deloitte
Larry J Williams
Layden Williams
MetLife
Layden Williams
MetLife
Roger Williams
Duke Energy
Senetra Williams
... a total of 56 guests.





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