Friday, October 11, 2024 8am to 2pm
About this Event
2480 Kittredge Loop Rd., Boulder, CO 80309
Agenda • Registration and Breakfast (8-8:45) • Welcome, Keynote Speaker and Event Instructions (8:45-9:20) o Keynote – “Investing in your Financial Future” • Breakout rooms (9:30 – 10:30) o Industry insights panel • (wealth advisors from JP Morgan, Mercer Advisors, TIAA, Curi RMB, TCI Wealth) o Knowledge workshop 1 • “Making the most of your workplace benefits” (presented by advisors from TIAA) • Breakout rooms (10:45-11:45) o Early career panel • (panelists will span career progression, including 1st year, 2nd year, 3rd year, 5th year in industry) o Knowledge workshop 2 • “Managing student loan debt” (presented by one of the sponsoring firms) • Lunch (11:50-12:15) • Keynote Speaker (12:15-12:45) o Keynote – “The Psychology of Financial Well-Being” (the inner game of money mind-fullness) • Wrap-up (12:45-12:50) • Meet the Firms who are now championing the PFP Program (1:00-2:00) o with gift card give-away for getting “passport” stamped at each table