Membership Experience Panel Discussion

When:  Jun 27, 2014 from 12:00 PM to 01:00 PM (ET)

Fri, Jun 27, 2014 12:00 PM - 1:00 PM EDT

Join us as ACA members share their financial planning career transition stories during periodic conference calls. You'll leave this call understanding why financial planners select the ACA community and the ACA System™ to help them build their ideal financial planning practices and how ACA can help you save time, money, and headaches.  

This month's panelists are Penny Marchand & Shanda Sullivan 

Penny Marchand, CFP, EA is the principal of Cambridge Financial Group, LLC. Penny started her career in financial planning in 1988. Penny is a Certified Financial Planner, Registered Investment Advisor and is a graduate of the College for Financial Planning. She is also an Enrolled Agent with the Internal Revenue Service, Department of the Treasury. Penny has obtained the Series 7, 6, 63 and 65 securities licenses, as well as an insurance license. Penny served a three year term on the ACA Board of Directors and also served as the President of the ACA Board.

Shanda Sullivan has a deep passion for financial planning that grew out of seeing so many Americans in debt. She believes this stems from the lack of education regarding personal finances as well as changes within the economy. Shanda graduated from Northeastern State University in 2009 with a Bachelor’s Degree in Financial Planning. She formed Sullivan Financial Strategies with a mission to assist clients in obtaining financial freedom and give them the ability to enjoy their life without lingering financial burdens.

Toll: +1 (646) 307-1717
Access Code: 884-124-725
Audio PIN: Shown after joining the webinar
Registration URL: https://attendee.gotowebinar.com/register/8167983069461277186
Webinar ID: 122-858-379

Please view the recording of this call HERE

Location

Dial-in Instructions:
Toll: +1 (646) 307-1717 Access Code: 884-124-725 Audio PIN: Shown after joining the webinar Webinar ID: 122-858-379
Online Instructions:

Contact

Arlene Moss
910-769-1569
arlenem@acaplanners.org