During his career of providing financial insights, Roger’s gained many designations and licenses. He’s learned that knowledge is what differentiates a professional and a great way to showcase such knowledge is through designations. Roger joins us to speak about the importance of investing young, how to distinguish yourself as a professional in any field, and to offer a Q and A about the markets and ways young professionals can effectively invest.

About Roger Smith

Roger is a graduate of the Tippie College of Business at the University of Iowa with a Bachelor of Business Administration degree in Finance. He has been working within the financial services industry for 28 years providing financial planning-based investment, insurance, retirement and asset management strategies for families, individuals, and entrepreneurs.

Our Education Series is our career / personal development arm and includes topics chosen by our members and a lunchtime, seminar-style experience.

Schedule

Noon-12:10pm: Registration, networking and lunch
12:10pm-12:45pm: Presentation
12:45pm-1:00pm: Q&A, networking