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WIPN Atlanta visits the Swan Coach House

June 14 @ 10:30 am - 12:30 pm

Free

Head to this Atlanta institution for a Southern-style luncheon 'n learning. We'll be dining in their Sally's Porch private event space. T. Rowe Price is kindly sponsoring the event and will also be coupling it with a talk by Jean Dunn. We hope to see you there! Because of the venue's capacity we do kindly ask for a firm commitment when you RSVP so we can be sure to provide the opportunity for as many as possible.

Jean Dunn, CFP®, is a Vice President of T. Rowe Price Investment Services, Inc., and an Insights Leader in the U.S. Intermediaries: Product & Marketing—Offer Management Group. As a frequent speaker at industry and client events, Jean not only creates thought leadership but also provides consultative services to financial professionals, sharing industry best practices, from leading strategic marketing teams to helping the financial planning community understand and better serve diverse communities. Her goal has been to arm financial professionals with the actionable insights, tactics and tools they need to help their clients reach their goals.
Jean is focused on helping financial professionals understand and adapt to the
changing face of wealth in the United States and is passionate about researching
how the shifts in intergenerational wealth and family dynamics influence how
Americans save, invest and plan for their futures.

Event Sponsors

Details

Date:
June 14
Time:
10:30 am - 12:30 pm
Cost:
Free
Event Category:

Organizer

WIPN Atlanta
Email:
lindsey.dickman@escalent.co

Venue

Swan Coach House
3130 Slaton Drive NW
Atlanta, GA 30305 United States
+ Google Map
Phone:
404.261.0636
View Venue Website