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FEA – Community Call: Engaging the Rising Generation in a Digital Age
June 17, 2021 @ 1:00 pm - 2:00 pm EDT
Event Details
When
Thursday, June 17, 2021
1:00 PM - 2:00 PM EDT
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Contact
Dawn Ainikkal
Where
Online via Zoom. A Zoom meeting link will be emailed to registrants prior to the event.
CE Credit
FEAs who attend this event will receive 1 continuing education credit toward their FEA designation annual requirement.
Who Can Attend
This call is for FEAs by FEAs.
Interested in Hosting?
If you are an FEA designate in good standing and would like to host a FEA Community Call, please complete the Host Application Form here.
Host
Susan J. Brown CLU®, FEA, CFP®, CIM®, RRC®
Susan is the owner and principal advisor of Propel Financial Life Management and Propel Insurance and Advisory Inc. in Calgary Alberta. She is an investment advisor through Holliswealth®, a division of Industrial Alliance Securities Inc. She is also a licensed Insurance Advisor in Alberta through Hollis Insurance. She has over 20 years of experience in the financial services industry prior to becoming an independent advisor. Through her two boutique companies here in Calgary she offers a comprehensive suite of financial advisory and consulting services tailored to business families. The processes and models she designs, help families stay focused on what needs to be done to align their financial decisions with their personal goals and the greater family enterprise.
Susan is also the creator and author of the “Joy’s Journey” book series which is designed to start conversations about money at home and in the schools.