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HBA Palm Beach presents

Learn how the scientific method applies to your future planning


Date and time
Thursday, 17 December
12:00PM - 01:00PM EST
Location
Virtual

Event Contact
Alaina Dobos
Competencies
10. Facilitates change

Lisa Fentress has a bachelor’s degree in Geology from the College of Wooster in Ohio. She is a CERTIFIED FINANCIAL PLANNER professional and holds the Accredited Asset Management Specialist (AAMS) and the National Social Security Advisor designations (NSAA). Lisa serves on The Professional Advisory Group with the Planned Giving Councils of the Children’s Home Society, Place of Hope and The Scripps Research Institute.
Lisa Fentress is a senior wealth advisor that provides custom wealth management and investment solutions. She works closely with medical professionals helping them realize their vision for their lifestyle and their legacy.


Lisa Fentress has a bachelor's degree in Geology from the College of Wooster in Ohio. She is a Certified Financial Planner professional and holds the Accredited Asset Management Specialist (AAMS) and the National Social Security Advisor designations (NSAA). She also serves on The Professional Advisory Group with the Planned Giving Councils of the Children's Home Society, Place of Hope and The Scripps Research Institute. In her current role, Lisa is a senior wealth advisor that provides custom wealth management and investment solutions. She works closely with medical professionals in helping them realize their vision for their legacy. In this hour long presentation, Lisa will provide us with an analytical approach to constructing a meaningful and healthy retirement. She will also share the comparison between the scientific method and financial planning and how is could create the success of your future Additional Information 
After registering, you will receive a confirmation email containing information about joining the meeting.

Registration information
Event is open to: HBA Members and Nonmembers
Online registration deadline: 12/16/2020


Registration information

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The HBA will make reasonable modifications to policies and programs to ensure that people with special needs have an equal opportunity to enjoy all of its programs. Contact us if you require special accommodations for this event.

 Price LevelRegular
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Registration: Regular Registration

 Member$10.00
 Member - Euro€9.00
 Non-Member$15.00
 Non-Member - Euro€13.00

By registering for this event, you acknowledge that you may be photographed, videotaped and/or audio-taped during the course of the meeting and hereby give permission for your image, voice, or survey comments to be used in education, training, promotion and/or trade and communications media by the Healthcare Businesswomen's Association in any and all media throughout the world, without restriction as to frequency or duration of usage.