The Path to Ownership - A panel discussion of challenges and successes

Join Diane MacPhee, Certified Financial Planner and Professional Certified Coach, as she moderates a discussion with Alexandra Chastain, a partner at Abacus Planning Group, and Pamela Poldiak, Principal with Partners in Financial Planning and current member of the NAPFA National Board. Alex and Pam will discuss their career paths that led to achieving ownership. They will share tips for overcoming obstacles and provide insight on the qualities and skills that aided or challenged their progression along the way.


This session is targeted to owners and employees – both men and women.