Upcoming Events

Upcoming events

    • 13 Sep 2018
    • 11:30 AM - 1:00 PM
    • Phoenix Country Club (at 7th Street and Thomas)
    Register

    Successful Wellness Programs: Defining Comprehensive Well-Being in the Workplace

    Come learn from the CEO of an Arizona-based provider of comprehensive wellness services to address your employees physical, financial, and emotional well-being. 

    Event Details

    When:

    Thursday, September 13, 2018

    11:30am to 1:00pm

     

    Where:

    Phoenix Country Club

    2901 N. 7th Street

    Phoenix, AZ 85014

     

    (Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to Matt Bradford at mjb15@ntrs.com

    About Randy M. Miller, Founder & CWO, Chief WHEN Officer

    Randy is on a mission to meaningfully transform peoples’ lives. His leadership with genuine care and compassion are the embodiment of WHEN®.

    He took his time over a 5-year period to start, create and build new business and www.findyourwhen.com  was launched by Randy as the preeminent destination for personal growth, well-being, and wellness. He built an innovative, private, and engaging online platform which allows people to learn more about themselves, grow daily, and ultimately find their WHEN in today’s busy times. The focus is career, health, and being.

    • Established entrepreneur with successful start-ups and exits.
    • Pioneer in distance career counseling, coaching, and professional training
    • Author of books, articles, professional training credentials and manuals within the industry
    • Renowned and dynamic speaker
    • Helps others
    • Learns from others

     Randy’s success in previous business, mindful leadership abilities combined with a unique understanding and compassion for people was what led him to create WHEN® and the powerful Find Your WHEN® solutions. These highly advanced and unique programs allow people to learn more about themselves, grow daily, reach their life goals and discover a better way to live a happier life.

    The B2B model and partnering platform created allow these one on one programs for scale with the serving of employees, staff, and people worldwide.

    Before creating WHEN, Randy was the Founder and former CEO of ReadyMinds, a legacy to assist others with their online career planning. His vision and drive made ReadyMinds one of the nation’s most successful Online Career and Training organizations for more than 16 years. Randy eventually sold the ReadyMinds assets in January 2012 to Apollo Group/ University of Phoenix.  

    Randy has co-authored, contributed, and been editor for numerous publications, appeared on national television shows such as ABC's Business Week and has been interviewed by news organizations such as The New York Times, USA TODAY, MSN Encarta, and Phoenix Business Journal. Throughout his career, Randy has sought to share his knowledge and experiences with others, serve as a business leader, Board Member, Advisor, mentor, co-author and motivational speaker that helps both individuals and businesses gain a better understanding of themselves and their professional milestones. 

    Randy now resides in AZ with his wife and twins. His personal and business passions continue to unite in empowering and teaching others the When Way of Life® that will improve people’s lives daily. Randy speaks of his own journey while sharing the wisdom he has learned over the last 30+ years. He impacts people on a regular basis and enjoys it.


    The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events

    • 11 Oct 2018
    • 11:30 AM - 1:00 PM
    • Phoenix Country Club (at 7th Street and Thomas)
    Register

    The Millennial Mindset: Understanding and Attracting the Next Generation

    Coming of age in an era of technology, economic volatility, social change, and unprecedented connectivity, Millennials have developed values unique to their generation. Dr. Nathan Harness, Ph.D., CFP, examines this group and their importance to advisors as they work to build a business with sustainable growth and high succession value. Learn how an investment in Millennials can be an investment in lasting success. 

    In this session, we'll examine:

    ·         Factors that have shaped the mindset of the next generation

    ·         Characteristics and behaviors to consider when planning with this generation

    ·         How to offer millennials value that will have them turning to you

    ·         How implementing a multi-generational planning process can increase the value of your practice


    Event Details

    When:

    Thursday, October 11, 2018

    11:30am to 1:00pm

     

    Where:

    Phoenix Country Club

    2901 N. 7th Street

    Phoenix, AZ 85014

     

    (Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to Matt Bradford at mjb15@ntrs.com


    About Nathan Harness, Ph.D., CFP

    TD Ameritrade Director of Financial Planning, Texas A&M
    Advisor Consultant - Delaware Investments

    Dr. Nathan Harness currently serves as the Director of Financial Planning at Texas A&M University. He manages the financial planning program and teaches courses in investments, retirement planning, and comprehensive financial planning. He has lectured both nationally and internationally on global financial risk, international investing, gender-based asset preferences, and next generation planning.

    He holds a bachelor’s degree in finance from the University of Central Arkansas, master’s degree in finance from Texas Tech University, and a Ph.D. in personal financial planning from Texas Tech University. His research on household heuristics, wealth accumulation, and retirement planning has been published in numerous journals including Applied Economic Letters, Financial Services Review, Journal of Financial Planning, and Journal of Personal Finance.

    Prior to his current role, Dr. Harness was an Associate Professor of Finance and Executive Director of Global Programs at Texas A&M University-Commerce and Assistant Professor of Financial Planning at the University of Georgia.

    The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events

Refund Policy

A refund is provided for a meeting reservation that is cancelled more than 72 hours before the reservation deadline for the event.  Therefore if the event is scheduled for 11:30am on January 21st you have until 11:30am on January 18th to cancel your reservation and receive a refund.  All paid events are transferable to another attendee for the same event.

Don't forget that if you are a member, you can invite colleagues from outside your organization to an upcoming lunch for free with your paid registration.  Its our way of saying thank you for encouraging others to join the WP&BC organization.


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