EP Foundation Series - May 18, 2017 CANCELLED

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Name: EP Foundation Series - May 18, 2017 CANCELLED
Date: May 18, 2017
Time: 11:30 AM - 1:00 PM CDT
Registration: Sorry, public registration for this event has been closed.
Event Description:
Emerging Professionals Foundation Series Luncheon

We will look to reschedule this event in the near future. Sorry for any inconvenience this may cause.

Sponsored by

Food 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. 


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