Topic: THE NEXT GENERATION WEALTH EVENT for newer Financial Professionals of Central Texas
First Trust Lunch, Presentation & Golf Simulator
Thursday, May 22, 2025, 11:30 am – 2:00 pm
Hosted by
Jared Todd, Vice President, First Trust
Scott Dawson, Vice President, First Trust
Michael Ratay, Vice President, First Trust
Hunter Burdick, Internal Wholesaler, First Trust
Tony Dabit, Regional Vice President, Pacific Life Consumer Markets Division
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Speaker: Jackie Wilke, Vice President, Advisor Consultant
Description: With over 10 years of industry experience, Jackie works with future-focused, growth-minded financial professionals, teams and enterprises. Her expertise in modern business development and practice management equips and empowers professionals to thrive in the new generation of value. She has a focus on women investors, next gen/families, content marketing, digital growth, experience and more. Jackie is the author of the Insights & Innovations best practices blog.
Click here for bio
Questions: Contact Sarah Frankenfeld at admin@austinfpa.org.