IEEE Dallas Young Professionals Spring Speaker Event: Financial Planning for You

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We are having a special free Spring Speaker Event this March 30th in collaboration with Opes One Advisors.  Our Speaker, Ashvin Chheda, will talk about various obstacles that people face in accomplishing mid to long term financial goals.  He will discuss the importance of making sure these things are adequately considered and integrated into a holistic financial planning strategy.
 

To find out more, check out http://sites.ieee.org/dallasyp/



  Date and Time

  Location

  Hosts

  Registration



  • Date: 30 Mar 2016
  • Time: 06:30 PM to 08:30 PM
  • All times are US/Central
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  • 7800 Alpha Rd
  • Dallas, Texas
  • United States 75240
  • Building: Wyndham Dallas Suites - Park Central
  • Room Number: Bistro Room
  • Click here for Map

  • Starts 28 February 2016 03:40 PM
  • Ends 30 March 2016 12:00 PM
  • All times are US/Central
  • Admission fee ?


  Speakers

Ashvin Chheda Ashvin Chheda of Opes One Advisors

Topic:

The "7 Obstacles to Financial Security"

Our Speaker, Ashvin Chheda, will talk about various obstacles that people face in accomplishing mid to long term financial goals.  He will discuss the importance of making sure these things are adequately considered and integrated into a holistic financial planning strategy.

Biography:

Ashvin was born in Ibadan, Nigeria; and raised on the University of Ibadan campus, where his parents taught. He moved to the U.K for his undergraduate studies, and subsequently to the USA for graduate school. Ashvinholds the B.Eng in Electrical Engineering from the University of Manchester Institute of Science & Technology, U.K, and the M.Sc from the University of Michigan. While employed at a large telecom company many years ago, he was exposed to a set of elegant and innovative financial strategies. As a result of his experience, coupled with a passion for helping other achieve their financial dreams, Ashvin acquired the appropriate licenses and entered the financial services industry.

 

As an engineer, Ashvin achieved numerous rare accolades such as the President’s Award of Excellenceand the Distinguished Member of Technical Staff title. He has 40 Patents granted (at last count) for elegant solutions to various engineering problems. Presently, Ashvin strives to engage that same level of energy, innovation and creativity in his practice. He constantly interacts and networks with other specialists in the financial services profession to build exceptional value for his clients. Ashvin focuses on customizing financial strategies and advice for each client’s unique needs, with ethics being the most critical component of his practice. The healthy referral rate is a testament to Ashvin’s practice. Ashvin works with clients both locally and in numerous other states.

 

Ashvin has earned the right to use the advanced financial planning ChFC® and advanced insurance specialization CLU® credentials. In addition, he holds the investment related Series 7, 63, and 66, the Registered Principal Series 24 license, and the Group 1 Life, Health and Disability insurance license. Ashvin is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 15303 North Dallas Parkway, Suite 550, Addison TX 75001.  Securities products and advisory services offered through PAS, 214-346-0985.  Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  PAS is an indirect, wholly owned subsidiary of Guardian. Opes One Advisors is not an affiliate or subsidary of PAS or Guardian.

Email:

Address:15303 North Dallas Parkway, Suite 550, Addison, Texas, United States, 75001

Ashvin Chheda of Opes One Advisors

Topic:

The "7 Obstacles to Financial Security"

Biography:

Email:

Address:Addison, Texas, United States





Agenda

6:30pm-7:15pm: Food and Networking

7:15pm-8:15pm: Speaker Session with Ashvin Chheda

8:15pm-8:30pm: Networking and Disperse