EP Foundation Series - May 18, 2017

  • Share:
Name: EP Foundation Series - May 18, 2017
Date: May 18, 2017
Time: 11:30 AM - 1:00 PM CDT
Registration: Register Now
Event Description:
Emerging Professionals Foundation Series Luncheon
Thursday, May 18
11:30 a.m. - 1 p.m.

Sponsored by

"Dollars & Sense - Making the Most of Your Money"

Featuring Speaker: Nasmi Morales, Principal
SummitWealth Partners

Nasmi has been working as a financial consultant for more than 14 years. Seven years ago Nasmi partnered with Tom Francis to create SummitWealth Partners. Since then, he has helped build SummitWealth Partners into a successful and reputable firm that clients can depend on. Nasmi works closely with SummitWealth Partners' increasing roster of corporate and private clients, maintaining a focus on their Wealth Management and Retirement Plans. Nasmi aims to provide support and guidance to clients in a constantly changing and challenging environment. With this kind of focus he can prioritize our clients' goals and offer suitable strategies that can lead to their long term success.

Nasmi graduated from Southern Methodist University with a Bachelors of Arts degree in Finance. He also received the Wharton Certificate in Retirement Planning from the University of Pennsylvania. 

Foundation Series:

The Foundation Series, a program of YP Connect, are intimate, fireside chat-style luncheons presented by Dallas Medical Center. YP Connect, the young professional development program of the Metrocrest Chamber of Commerce, is dedicated to growing the personal and professional skills of emerging leaders under the age of 40 throughout Addison, Carrollton, Farmers Branch, and North Texas. Interested in attending? The Foundation Series is held quarterly, and capped at 20 attendees; click here to get notified when registration for each luncheon opens. 

Metrocrest Chamber of Commerce
2550 Midway Road, Suite 240
Carrollton, TX 75006
Map It
Date/Time Information:
May 18, 2017
11:30 a.m. - 1 p.m.
Contact Information:
$15/person (lunch included)
Set a Reminder:
Enter your email address below to receive a reminder message.
Find Us on Facebook Follow Us on Twitter