AMP'T Luncheon (Advancing Modern Professionals for Tomorrow)
Speaker: Morgan Nichols is a Certified Financial Planner with Nichols Financial Group
Program: Investing for the Life You Earned- Today and Tomorrow
During this presentation, you’ll learn about:
- Seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable
- Common risks that can throw your financial goals and retirement plans off track
- How to break financial planning into manageable and actionable steps
Morgan Nichols is a Certified Financial Planner with Nichols Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial. Morgan grew up in the financial advising and investment management industry as the first born of two financial advisors working in their practice from a young age. Morgan received her Bachelor’s Degree in International Business at Pepperdine University and Masters’ in Finance at Harvard University. Prior to working as a financial advisor, Morgan worked in investment sales and as a 529 college savings consultant at John Hancock Investments. Morgan is involved in the local Grapevine community through the Grapevine Rotary Club, Parks and Recreation Board, Grapevine Women’s Division and the AMPT Board. Morgan enjoys working with individuals and families delivering personalized financial advice to help them achieve their goals for today and tomorrow. Her passion is helping others feel more confident, connected, and in control of their financial life.Speaker: Morgan Nichols is a Certified Financial Planner with Nichols Financial Group
AMP?T is designed for Chamber members age 21-39 seeking to advance their career by learning from senior executives. More than just a meet and greet, attend and receive applicable advice from a senior executive willing to share their experience and answer questions.
If you have someone in your business or organization who falls in this age range, the Chamber encourages you to send them to receive real-world advice to enhance their career.
At each AMP?T session, the senior executive will discuss:
- Their career path
- What they look for in the younger generation when hiring/promoting
- Ways to advance a career