NAHSE DFW General Body Meeting

17250 Dallas Parkway,Dallas TX 75248

25 April, 2023

Description

Please join the NAHSE DFW Chapter for our quarterly General Body Meeting and an insightful conversation to learn about financial management, investment planning, retirement planning, and much more. Financial literacy is the gateway to financial freedom and generational wealth. We encourage you to take advantage of this empowering dialogue. The panel discussion will be held on Tuesday, April 25, 2023, at City Central in Dallas, Texas. Moderator: Tony Howard, Partner at Harvard Financial Group. Tony attended East Texas State University, he earned a bachelor’s degree in economics with a minor in finance. He also earned a master’s degree in accounting from Texas A&M Commerce. His desire to help others led him to seek a career in financial services. For 29 years Mr. Howard has used his expertise in finance and accounting to help clients define their financial goals, objectives, and execute a plan of action to achieve their desired outcomes. One of the key milestones in Mr. Howard’s career is co-authoring the Investment Policy Statement for DFW Airport.   Panelist: Scott Gunn, JD, CFP®, CPFA, Founder and Managing Principal at Stockbridge Wealth Advisors. For more than 27 years, Scott has helped clients achieve financial freedom through comprehensive financial planning and investment management. As a Wealth Advisor, Scott has worked with a broad range of clients and has developed core competencies in the following areas of wealth management: retirement planning, investment planning, tax planning, estate planning and risk management. Moreover, Scott has held strategic management roles in financial advisory. Scott received his Juris Doctorate from Duke University School of Law.  Panelist: J.B. McGinnis, Financial Literacy Expert at JBM Seminars. Major (Ret) J.B. McGinnis is a man of many accomplishments, with a career spanning over 25 years of service in the U.S. Army as an Engineer Officer. With a master’s degree in human resource management from Wayland Baptist University, Major McGinnis has become a renowned financial literacy expert, traveling across the country conducting over 350 seminars that helped individuals and organizations navigate their credit and debt management solutions.   Panelist: Mary Ann Mobley, Regional Head of the Americas Payroll at NCR Corporation. Mary Ann Mobley is a seasoned payroll professional with over 25 years of experience in the field. As the Regional Leader of the Americas, Mary Ann has a proven track record of driving business success through effective payroll transformations. Mary Ann’s expertise in payroll compliance, process improvement, and team leadership have been instrumental in achieving business objectives and exceeding client expectations. Mary Ann received her bachelor’s degree in accounting from the University of Oklahoma.  Panelist: Z. L. Williams, Partner at Harvard Financial Group and serves as a wealth advisor with Leo Wealth LLC. He is a dedicated fiduciary with successful professional experience and community service to his credit. He graduated from Grambling State University in 1992, earning a bachelor’s degree in marketing. With 29 years of experience in the financial services industry, he is an expert in the industry, and has been helping individuals and businesses manage their finances with great success. He serves on the Board of Directors for the Dallas Arboretum. Agenda Registration begins at 6:30 p.m.Intentional Networking 6:30 – 7:00 p.m.Chapter Business 7:00 – 7:15Discussion Panel 7:15 – 8:00 p.m.The discussion will be held on Tuesday, April 25, 2023, at City Central in Dallas, Texas. Access to the event is free of charge to all financial members of the DFW Chapter. The fee for non-members is $20.00 per person. Visit us at nahsedfw.org for additional chapter and membership information