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0Join Ray Dunlap, CFP, AIF, and Renee Serenci, CFP, as they present “10 Habits of Financially Successful People” on Tuesday, March 11, at 1:00 p.m., at Peachtree City Library. This free event will be held on the lower level of the library in the Floy Farr Room.
Dunlap, founder and CEO of Dunlap & Associates Wealth Management, has been an independent financial advisor for over twenty-five years. He has a BA from St. John Fisher College (Rochester) and an MBA from the University of South Florida (Tampa). He is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Investment Fiduciary® (AIF®). One of his passions is teaching workshops on money management and retirement planning through local libraries, non-profit organizations and several companies in the area.
Serenci began her career in retail banking in 2006 at J.P. Morgan Chase in the Chicago area, eventually leaving to join an independent financial planning firm in Downers Grove, IL. With an eye toward becoming an advisor one day, she secured her CERTIFIED FINANCIAL PLANNER® certification in 2015 and shortly thereafter, joined Dunlap & Associates.
Registration is required for this free event, which can be completed online at https://ptclibrary.eventbrite.com
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