Overview
In partnership with RBC we will discuss best practices within financial planning including how to build a portfolio and avoid risk. Panelists will be sharing from their own personal experiences and shedding light on best practices.
Speakers
Richard A. Fitzburgh, Senior Vice President, RBC Wealth Management
Greg Baty, Managing Partner, Montreux Growth Partners, Former NFL Player
Garrick Jones, Commissioner of States Developmental Football League, Former NFL Player
Stephen Howard, College Basketball Analyst ESPN & Fox Sports, Former NBA Player
Amobi Okugo, Partner, Okugo Ventures, MLS Player
Dan Sullivan, Wealth Strategist, RBC Wealth Management
R. Sam McGuire, Senior Vice President, RBC Wealth Management
Agenda
1:00pm to 2:30pm Do’s and Don’ts of Financial Planning
Richard A. Fitzburgh, Senior Vice President, RBC
Greg Baty, Managing Partner, Montreux Growth Partners, Former NFL Player
Garrick Jones, Commissioner of States Developmental Football League, Former NFL Player
Amobi Okugo, Partner, Okugo Ventures, MLS Player
Stephen Howard, College Basketball Analyst ESPN & Fox Sports, Former NBA Player
2:30pm to 3:00pm Q&A
3:00 pm to 3:30pm Portfolio Construction and Real World Simulation
Richard A. Fitzburgh, Senior Vice President, RBC
3:30 pm to 3:40pm Q &A
3:40pm to 4:00pm Networking
