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DTSTART:20240807T130000Z
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SUMMARY:Retail Real Talk | Crafting Your Money Story
DESCRIPTION:This quarterly workshop series will feature various speakers and provide retailers an opportunity to network and learn more about a specific area of focus related to the retail community. \n\n\n\nJoin us to hear from Dawn D. Moore and Fred Palmliden of First Farmers & Merchants Bank for this authentic conversation about the important aspects of your finances beyond the numbers.\n\n\n\nSpecial thanks to Slothful Waffle for providing Belgian waffle quarters! \n\n\n\nABOUT THE SPEAKERS\n\nDawn D. Moore\, Chief Wealth Management Officer\, First Farmers & Merchants Bank\nDawn D. Moore\, Chief Wealth Management Officer at First Farmers & Merchants Bank\, is a distinguished professional with a profound background in law and leadership development. Holding degrees from Mississippi State University and the University of Mississippi School of Law\, Dawn has seamlessly integrated her legal expertise with financial services to provide comprehensive wealth management and trust services. Since joining First Farmers and Merchants Bank's Wealth Management and Trust Services in 2014\, Dawn has been pivotal in assisting clients with a wide array of financial needs\, including trust\, estate\, and investment account management. Her dedication extends beyond her professional responsibilities\; she is deeply embedded in her community through various roles. Dawn's contributions include serving on the board for the Youth Education Foundation.\n\n_________________________________________________________________________________________________________________________________________\n\nFred Palmliden\, Senior Portfolio Officer\, First Farmers and Merchants Bank\n\n\n\nFrederic (Fred) Palmliden\, Senior Portfolio Officer at First Farmers & Merchants Bank\, is a seasoned investment professional with 24 years of experience in wealth management related disciplines. He is a graduate of Union University with a degree in Mathematics and holds several professional designations. Fred is a CFA charterholder and a Chartered Market Technician (CMT). His responsibilities include formulating strategic asset allocations with oversight of the model portfolios for the bank's Wealth Management and Trust Services\, conducting security research and selection for client portfolios. Since joining First Farmers in 2018\, Fred has demonstrated an investment approach for clients that is systematic\, disciplined\, and adaptive\, to maximize returns and mitigate risk.\n\nCFA and Chartered Financial Analyst are registered trademarks owned by CFA Institute.
X-ALT-DESC;FMTTYPE=text/html:This quarterly workshop series will feature various speakers and provide retailers an opportunity to network and learn more about a specific area of focus related to the retail community.
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\nJoin us to hear from Dawn D. Moore and Fred Palmliden of First Farmers &\; Merchants Bank for this authentic conversation about the important aspects of your finances beyond the numbers.
\n
\nSpecial thanks to Slothful Waffle for providing Belgian waffle quarters! \;
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\nABOUT THE SPEAKERS
\nDawn D. Moore\, Chief Wealth Management Officer\, First Farmers &\; Merchants Bank\nDawn D. Moore\, Chief Wealth Management Officer at First Farmers &\; \;Merchants Bank\, is a distinguished professional with a profound background in law and leadership development. Holding degrees from Mississippi State University and the University of Mississippi School of Law\, Dawn has seamlessly integrated her legal expertise with financial services to provide comprehensive wealth management and trust services. Since joining First Farmers and Merchants Bank'\;s Wealth Management and Trust Services in 2014\, Dawn has been pivotal in assisting clients with a wide array of financial needs\, including trust\, estate\, and investment account management. Her dedication extends beyond her professional responsibilities\; she is deeply embedded in her community through various roles. Dawn&rsquo\;s contributions include serving on the board for the Youth Education Foundation.
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\nFred Palmliden\, Senior Portfolio \;Officer\, First Farmers and Merchants Bank
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\nFrederic (Fred) Palmliden\, Senior Portfolio Officer at First Farmers &\; \;Merchants Bank\, is a seasoned investment professional with 24 years of experience in wealth management related disciplines. \; He is a graduate of Union University with a degree in Mathematics and holds several professional designations. \; Fred is a CFA®\; charterholder and a Chartered Market Technician (CMT). \; His responsibilities include formulating strategic asset allocations with oversight of the model portfolios for the bank&rsquo\;s Wealth Management and Trust Services\, conducting security research and selection for client portfolios. \; Since joining First Farmers in 2018\, Fred has demonstrated an investment approach for clients that is systematic\, disciplined\, and adaptive\, to maximize returns and mitigate risk.
\nCFA®\; and Chartered Financial Analyst®\; are registered trademarks owned by CFA Institute.
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LOCATION:The Factory at Columbia 101 N James Campbell Blvd. Columbia\, TN 38401
UID:e.1832.564511
SEQUENCE:3
DTSTAMP:20260505T040117Z
URL:http://business.mauryalliance.com/events/details/retail-real-talk-crafting-your-money-story-564511
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