Meeting/Event Information

May Monthly Meeting

May 07, 2019
7:30 AM CDT to 9:00 AM CDT
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Maggiano's Little Italy
2019 Post Oak Blvd
Houston , TX 77056
https://locations.maggianos.com/texas/houston/2019-post-oak-blvd./
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The Evolving Workscape

MIT AgeLab's insights reveal that longevity, demographic changes, and technological innovation are revolutionizing the world of work.  These changes mean that employers may face a number of challenges, but more importantly, some exciting opportunities to gain a competitive edge.

Join us to learn:

  • Educational opportunities to strengthen employees' skills and avoid brain drain
  • Ways to promote collaboration to nurture a happier, more productive workplace
  • Flexible options to help employees fulfill caregiving needs and achieve work-life balance


Speaker:


Ryan Sullivan, CFP®, CLU®, ChFC®
Managing Director, Strategic Markets

Ryan Sullivan is a managing director of strategic markets for Hartford Funds. He travels extensively and is responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial services marketplace. These range from areas such as retirement-income planning, investment planning, and charitable giving,   to anticipating and preparing for long-term demographic and lifestyle changes. Ryan has been an invited speaker on a variety of financial topics nationwide and has had the good fortune to address groups in 46 states and Puerto Rico.

Ryan originally joined the organization in 1996 and held various roles of increasing responsibility, leaving the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford Funds, he founded a business to coach professionals on public speaking  and the improvisational mindset, something he continues to do in a volunteer capacity today. He was then vice president and head of investor education for PIEtechSM, the creator of MoneyGuidePro®, a leading financial-planning software program for financial advisors. Ryan holds his Life, Health, and Variable Products licenses and has earned the CERTIFIED FINANCIAL

PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual Fund Counselor® (CMFC®) designations. He’s also a Fellow of LOMA’s® Life Management Institute.

Originally from Hartford, Connecticut, Ryan attended Bucknell University where he received a bachelor’s degree in business administration. He currently lives in Charlotte, North Carolina, with his wife, Katie.

 

Meeting Reservation and Cancellation
Please register by Friday, May 3rd at 5PM

Members - The deadline for cancelling without no show charge is Monday, May 6th at 12PM
For questions contact Stacy Lee at admin@houstoncandb.org or 832-203-4262

Tickets

$0.00 Member

$15.00 Future Member