A Day in the Life of a CFP® Professional

Ever wondered what it’s really like to be a CFP® Pro?

Register now and join us for A Day in the Life of a CFP® Professional, a live panel discussion where real CFP® professionals share an inside look at their day-to-day experiences — from client meetings and financial strategies to the moments that make this career truly rewarding.

You’ll hear how they got started, the challenges and surprises that come with the job, and how CFP® certification helped them grow personally and professionally.

Stay tuned after the discussion for a live Q&A, where you’ll have the chance to ask your own questions and get candid insights straight from the pros.

Panelists: 

• Sheila Lawrence, CFP®, Partner & Senior Client Advisor at Ballentine Partners, LLC
• Sabrina Lowell, CFP®, CPCC, Advisor & CEO at Second Summit Wealth Management, LLC
• Valerie Rivera, CFP®, Founder and Financial Planner at FirstGen Wealth
• Justin Sullivan, CFP®, Market Leader & SVP at PNC Private Bank & Hawthorn Family Office

Register Now

Questions? Please contact Grace Murtha.