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Resiliency - For Our Clients and Our Practices
Friday, August 2 • 4:00pm - 4:50pm
Planning with Gen Y(ish) Clients

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Charlie, Christina, and Justin will discuss how they are helping emerging and growing households plan for tomorrow but live for today.

Speakers
avatar for Charlie Bolognino, ChFC, CFP®

Charlie Bolognino, ChFC, CFP®

President & Financial Planner, Side-by-Side Financial Planning, LLC
Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC. He specializes in helping emerging and growing households figure out their money, often working remotely or in person in Plymouth, MN (main office), Rochester, MN, or Bentonville... Read More →
avatar for Christina Empedocles, CFP®

Christina Empedocles, CFP®

Principal Planner, Insight Personal Finance
Hourly, fee-only, financial planning for hardworking individuals and families.
avatar for Justin Nichols, CFP®

Justin Nichols, CFP®

Director of Operations, Garrett Planning Network
Justin Nichols, CFP® serves as Garrett Planning Network’s Director of Operations. He oversees the use of technology, systems and processes to effectively manage the internal operations of the Network. Nichols also works with prospective financial advisors who are interested in... Read More →


Friday August 2, 2019 4:00pm - 4:50pm MDT
Interlocken B
  General Session (Panel)
  • CE Hours Available: 1.0 NAPFA, 1.0 CPE