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Financial “To Do List” for Career Transition

October 26, 2017 @ 10:00 am - 12:30 pm


NOTE: This is a live, in-person event – not a webinar or teleseminar.

Being in career transition can profoundly affect many facets of your life, including your financial life. Going through a job search brings-up special situations and unique concerns that must be addressed to minimize this financial impact. What important questions do YOU have about your finances, investments, retirement, insurance, spending, and more?

Whether you are in a job search or considering stepping out of the corporate world and becoming an entrepreneur, a personal financial “to do list” is imperative. Everyone has human, financial and social capital to deploy.

In this unique seminar, we will explore ways to capitalize on all your resources and create a customized “to do list” to help you move forward authentically and effectively. Preparing for your financial and career success begins with a plan!

Note: This presentation is purely educational; no services or products will be promoted or sold at this event.

Here are the details:

Michelle P. TateDATE: Thursday, October 26, 2017
10:00am to 12:30pm
SPONSOR: Career Potential, LLC
PRESENTER: Michelle P. Tate, Senior Vice President, Boenning & Scattergood
FACILITATOR: Ford R. Myers, President of Career Potential, LLC
INVESTMENT: $25.00, pay with your online registration
WHO: Everyone is welcome!
LOCATION: Radnor Financial Center, 150 N. Radnor-Chester Road, Suite F-200, Radnor, PA
REGISTRATION: Advanced registration is required. Click the red button below to register.
DIRECTIONS: Click here
QUESTIONS: Call Ford at (610) 649-1778 or e-mail

About the Presenter:

Michelle P. Tate is a Senior Vice President at Boenning & Scattergood, one of the oldest independent securities, asset management and investment banking firms in the mid-Atlantic region. She was previously a Senior Relationship Manager at Hawthorn/PNC Family Wealth and a Senior Portfolio Manager with BNY Mellon’s Wealth Management Group. Her relationship management experience includes UBS in Philadelphia and serving as a consultant for several entrepreneurial software firms delivering financial services solutions in Canada and the United Kingdom. Michelle has more than 20 years of experience serving individuals, families, non-profit organizations and corporations. She is a Certified Financial Planner, a member of the Financial Planning Association (FPA) and a member of the Philadelphia Estate Planning Council. Michelle earned a Bachelor of Arts in Journalism from the University of Alabama and holds Series 7 and Series 66 licenses.

This is also an opportunity to get some of your career questions answered, and make new networking contacts! If you’d like to improve your career situation, you’ll find this presentation to be particularly relevant and helpful. Please pass this invitation along to anyone else who might benefit from this powerful seminar.


October 26, 2017
10:00 am - 12:30 pm
Event Categories:


Ford R. Myers


Radnor Financial Center
150 N. Radnor-Chester Road, Suite F-200
Radnor, PA 19087
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