July Professional Development Luncheon
Personal Finance
About the speaker:
With over 15 years in the industry, Casey Rainey believes he can add value to his clients’ wealth management needs through his experience in navigating assets through one of most volatile time periods our country has seen in recent memory.
With a B.B.A. in Finance from Middle Tennessee State University, a CERTIFIED FINANCIAL PLANNER™ certification, and the Accredited Investment Fiduciary® designation, Casey has the education along with the resources of Raymond James to strive to provide the best advice possible to his clients. He is also committed to providing a strong ongoing client service experience through his monthly newsletter, phone call check-ins, and in-person reviews.
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B.B.A. in Finance from Middle Tennessee State University
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CERTFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®
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Licenses: Series 7, 66, Life, Health and Variable Insurance
Casey is passionate about community involvement. He is a current board member for the United Way of Rutherford and Cannon Counties and the 2015 and 2017 Chair for the Murfreesboro Young Professionals. He is also very involved in the Blue Raider Athletic Association and attends World Outreach Church in Murfreesboro. For fun, he is an avid golfer, attends many college sporting events and loves to travel with his wife, Marcie.
Event Details:
Who: MYP Members + guests. Registering AFTER Monday July 10th will not have the option to order lunch.
When: Wednesday, July 12th from 11:30am-12:30pm
Where: Redstone Federal Credit Union, 3rd floor, 2404 Medical Center Parkway Murfreesboro, TN 37129
Reminder: Remember to bring plenty of business cards and grab a card from the basket on the way out to make an additional connection!
Join MYP for our Monthly Professional Development Luncheon at Redstone Federal Credit Union, 3rd floor from 11:30am-12:30pm on Wednesday, July 12th.
There is no cost for attending and bringing your own lunch; however, if you would like a lunch provided from Domenico's, please pay $12 during registration.
Although registration is encouraged, if you become available at the last minute, please do not hesitate to swing by and join us - there’s always room for more.
We look forward to seeing you there!
Agenda:
11:30-11:50 Structured Networking
11:50-11:55 Sponsor
11:55-12:20 Speaker
12:20-12:25 Questions
12:25-12:30 Board Announcements
