NABA Metro DC Weekend CPE Blitz

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Date and Time

Location

Location

University of the District of Columbia

4200 Connecticut Avenue Northwest

Building #38, Room #121

Washington, DC 20008

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Event description

Description

On Saturday, February 18th from 10am to 1pm, in partnership with Mass Mutual and Charles Schwab, the NABA Metro DC Chapter will be presenting two professional sessions that will allow you to earn 3 CPE credits at our Weekend CPE Blitz!

RSVP Today!


Agenda

9:30am - 10:00am: Breakfast

10:00am - 11:20am: "Behavioral Finance: How Emotions Impact Financial Decisions" presented by Charles Schwab

*This session discusses the human decision-making process and how it applies to finance. It touches on investor biases and behaviors and how to overcome them by focusing on a financial plan.

11:30am - 12:50pm: "Smart Money Moves in your 20s and 30s" presented by Mass Mutual

*This workshop offers ten relevant tips from creating a budget to establishing an emergency fund to making the most of your retirement savings, driving home the importance of proactive financial planning.

12:50pm - 1:00pm: Wrap up and closing remarks


Confirmed Keynote Speakers

Ms. Tomeka Brown, MBA, CFP - Vice President - Financial Consultant, Charles Schwab

Mr. Edwin L. Gaskin, MBA - Senior Financial Planner, Mass Mutual


**Food & Beverages will be Provided**


Logistics (Event will take place on UDC's campus in Building #38, Room #121 - Map below)

Street Parking - Metered

Parking Garage - Daily parkers may only access the garage from the Van Ness Street entrance. Daily parkers will pay the parking fare at one of the designated pay stations (located on each level of the parking garage). After paying at the pay station, patrons will use their ticket to exit by inserting the ticket into the collection machine.

Metro - About a 1 minute walk (358 feet) from the Van Ness-UDC Metro Station (Red Line)


Security

If you plan to attend, please RSVP through this Eventbrite invitation. The list of those confirmed for attendance will be submitted to security to make entry into the building a smoother process. Please be prepared to present a Government Issued ID.


Warmest Regards,

NABA Metropolitan Washington DC Chapter


There will be 3.0 CPE given for this seminar.

Official Registry Statement:

NABA, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Technical Session Policies and Procedures: In attending, please be considerate of the presenters (s) and the session attendees by arriving at each presentation no later than 10 minutes after the scheduled start time. In addition, we ask that persons remain in the session until the end. As you are aware, late attendees and movement in general can be very distracting for sessions in progress. We appreciate your adherence to these requests.

Date and Time

Location

University of the District of Columbia

4200 Connecticut Avenue Northwest

Building #38, Room #121

Washington, DC 20008

View Map

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