17 December 2020
1:00 PM - 2:00 PM EST
Registration for this event has closed
HBA PALM BEACH PRESENTS

Learn how the scientific method applies to your future planning

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: 16 December 2020

Pricing

 MemberNon-Member
Regular Registration$10.00 / €9.00$15.00 / €13.00

Members receive up to 50 percent discount



Event Policies

Photography Policy
By registering for this event, you acknowledge that you may be photographed, videotaped, and/or audio-taped during 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.

COVID-19 Policy
The HBA requires that all persons who participate in in-person events do so at their own risk and that each participant agrees to the following agreement before taking part in the activity and urges all participants to act in such a manner as to protect their own safety and the safety of others.

By registering for this event, I fully understand that my participation in the program is purely voluntary. I desire to participate and agree to act reasonably and prudently under the circumstances. I further understand that any HBA volunteers participating in the activity will act individually and will not represent the HBA. As a condition to my participation the activity, I waive and release the HBA and their officers, employees, and agents from any claim that I may have for any damage to property or injury to my person that may result in whole or in part from my participation.

Special Needs Policy
The HBA will make reasonable modifications to policies and programs to ensure that people with special needs can enjoy all of its programs. Contact us if you require special accommodations for this event.