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CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20200114T163000Z
DTEND:20200114T180000Z
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SUMMARY:Young Professionals Luncheon: The current state of the U.S. and World Economy
DESCRIPTION:Join the Young Professionals of Palm Beach North for their quarterly Development Luncheon on The current state of the U.S. and World Economy.\n\n\n\nGuests will enjoy networking and a plated lunch at the amazing Cooper's Hawk Winery & Restaurant. Additionally\, guests will hear from a panel of Young Professionals. \n\n\n\nLearn more about our panelists:\n\n\n\nCory F. Lyon\nCory Lyon serves as a Financial Advisor at TFG Financial. He holds the Series 65 Investment Advisor Representative license. Prior to employment at TFG Financial\, Cory was a Financial Advisor at Fortitude Investment in Jupiter\, Florida. As a Financial Advisor\, Cory provides customized investment portfolio design and personalized asset management for each client. His "whole"-istic approach to wealth management revolves around an analysis of the client's current financial approach to be sure it will fit their individual financial goals. Cory acts as a fiduciary for all his clients. Cory is an active member of the Palm Beach County Estate Planning Council\, the Business Enterprise Institute\, the Palm Beach North Chamber\, the Palm Beach Chamber\, and the Palm Beach Young Professionals. He has presented to both Chambers on investment strategies for Millennials. Cory has also been published in the Palm Beach Daily News Estate and Trust Section. Cory is currently studying for his Certified Financial Planner (CFP) designation.\n \n\n\n \n \n Areas of Focus:\n Education\n \n \n Financial Services\n Florida State University\, B.A.\n \n \n Wealth Management\n \n \n \n Investment Advisory Services\n License/Certification\n \n \n Individual and Group Insurance\n Series 65: Investment Advisor\n \n \n Review and Planning\n \n \n \n Retirement Planning\n Representative\n \n \n Business Exit Planning\n Series 63: Uniform Securities Agent\n \n \n\n\n \nRob Taylor\n\nRob Taylor has been a Palm Beach County resident for more than 28 years. A graduate of Jupiter High School\, Rob attended the University of Florida and graduated with degrees in accounting and finance\, then returning to serve the community he grew up in.\n\nRob applies 15 years of sophisticated knowledge in wealth management and the employee benefits business working with business owners and enterprising families\, including specializations of veterinarians\, construction executives\, and businesses of all stripes that need estate and succession planning. This includes conceiving strategies for owners/executives who want to supplement their standard 401k and defined contribution plans while creating estate liquidity for future generations of their families. He also works with many individuals and couples transitioning into retirement with 401k assets that should be rolled into retirement accounts and prudently managed.\n\nRob resides in Jupiter\, FL with his wife\, Andrea\, his daughter\, Samantha\, and his son\, Benjamin taking advantage of South Florida living. When he is not keeping up on market trends and guiding clients\, you can find him with friends and family on our beautiful beaches and golf courses.
X-ALT-DESC;FMTTYPE=text/html:Join the \;Young Professionals of Palm Beach North for their quarterly Development Luncheon \;on \;The current state of the U.S. and World Economy.
\n
\nGuests will enjoy networking and a plated \;lunch at the amazing Cooper'\;s Hawk Winery &\; Restaurant. Additionally\, guests will hear from a panel of Young Professionals. \; \;
\n
\nLearn more about our panelists:
\n
\nCory F. \;Lyon\nCory Lyon serves as a Financial Advisor at TFG Financial. He holds the Series 65 Investment Advisor Representative license. Prior to employment at TFG Financial\, Cory was a Financial Advisor at Fortitude Investment in Jupiter\, Florida. As a Financial Advisor\, Cory provides \; customized investment portfolio design and personalized asset management for each client. His "\;whole"\;-istic approach to wealth management revolves around an analysis of the client'\;s current financial approach to be sure it will fit their individual financial goals. Cory acts as a fiduciary for all his clients. Cory is an active member of the Palm Beach County Estate Planning Council\, the Business Enterprise Institute\, the Palm Beach North Chamber\, the Palm Beach Chamber\, and the Palm Beach Young Professionals. He has presented to both Chambers on investment strategies for Millennials. Cory has also been published in the Palm Beach Daily News Estate and Trust Section. Cory is currently studying for his Certified Financial Planner (CFP) designation.
\n \;\n\n\n \n \n | Areas of Focus: | \n Education | \n
\n \n | Financial Services | \n Florida State University\, B.A. | \n
\n \n | Wealth Management | \n \; | \n
\n \n | Investment Advisory Services | \n License/Certification | \n
\n \n | Individual and Group Insurance | \n Series 65: Investment Advisor | \n
\n \n | Review and Planning | \n \; | \n
\n \n | Retirement Planning | \n Representative | \n
\n \n | Business Exit Planning | \n Series 63: Uniform Securities Agent | \n
\n \n
\n\n \;
\n
Rob Taylor\n\nRob Taylor \;has been a Palm Beach County resident for more than 28 years. A graduate of Jupiter High School\, Rob attended the University of Florida and graduated with degrees in accounting and finance\, then returning to serve the community he grew up in.
\n\nRob applies 15 years of sophisticated knowledge in \;wealth management and the employee benefits business working with \;business owners and enterprising families\, including specializations of veterinarians\, construction executives\, and businesses of all stripes that need estate and succession planning. This includes conceiving strategies for owners/executives who want to supplement their standard 401k and defined contribution plans while creating estate liquidity for future generations of their families. He also works with many individuals and couples transitioning into retirement with 401k assets that should be rolled into retirement accounts and prudently managed.
\n\nRob resides in Jupiter\, FL with his wife\, Andrea\, his daughter\, Samantha\, and his son\, Benjamin taking advantage of South Florida living. When he is not keeping up on market trends and guiding clients\, you can find him with friends and family on our beautiful beaches and golf courses. \;
\n
LOCATION:Cooper's Hawk Winery & Restaurant 3101 PGA Boulevard p201 Palm Beach Gardens\, FL 33410
UID:e.727.24942
SEQUENCE:3
DTSTAMP:20260917T133013Z
URL:https://members.pbnchamber.com/events/details/young-professionals-luncheon-the-current-state-of-the-u-s-and-world-economy-24942
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