January Dinner Meeting - "Retirement Income and Distribution Planning" & "ERP Implementation Methodo

When:  Jan 15, 2020 from 5:30 PM to 8:15 PM (ET)
Associated with  Akron Chapter
Hilton Garden Inn
January 15, 2020

Agenda:
Registration opens at 5:15pm
Buffett Dinner at 5:45pm
Pre-tech Session begins at 6:10pm
Technical Session begins at 7:10pm

Pre-Tech Session – Retirement Income and Distribution Planning

Christopher W. Brown ChFC® CLU

Wealth Management Advisor, Northwestern Mutual

 

Chris Brown is a Wealth Management Advisor with Northwestern Mutual, his mission is to help his clients attain financial security for their families and businesses. Because you cannot predict the future, Chris will help you prepare for the best- and worst-case scenarios and create a long-term relationship based on quality service and integrity.

 

Chris graduated from The Ohio State University with a Bachelor of Science in Financial Planning and Services. Chris is dedicated to continuing his education in the financial planning industry to be a valuable resource to his clients. He earned the Chartered Financial Consultant (ChFC) designation which focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation. He also earned the Chartered Life Underwriter (CLU) designation which has long been recognized as the fundamental and foremost educational credential for life insurance professionals.

 

Chris resides in Jackson Township with his wife, Liz, and two daughters, Amelia and Savannah. In his spare time, he enjoys golfing, reading, attending sporting events, and boating with his family. Chris is also active in the community takes pride in supporting the following organizations:

         Akron Children’s Hospital – Emerging Leaders Board; Secretary

         Alex's Lemonade Stand Foundation

         Walsh Jesuit POWWOW

 

Brian Aikens CFP® CLTC

Wealth Management Advisor, Northwestern Mutual

 

Brian Aikens is a Wealth Management Advisor with Northwestern Mutual, his mission is to use his energy, brilliance, and engagement to help awaken, motivate, and prosper influencers, leaders, and executives to enrich their legacy and live in the moment. Brian started his career with Northwestern Mutual in 2010 and established himself as a leader in both his firm and the industry early in his career. Brian is the founder of Aikens Financial and oversees the Northwestern Mutual Akron office.

 

Brian graduated from Ohio University with a Bachelor of Business Administration degree in finance and marketing. Brian believes in continuing his education to keep the professional edge that makes him a valuable resource to his clients. He earned the Certified Financial Planner designation, which is one of the most recognized financial planning certifications in the world.

 

Brian lives in Cuyahoga Falls and enjoys being active in the community takes pride in providing sponsorship and support to the following area organizations:

         Alex's Lemonade Stand Foundation

         Stow-Munroe Falls Athletic Booster Club

         Akron Children’s Hospital

         Ohio University- College of Business

 

Technical Session – ERP Implementation Methodology

Mohammad Zobair Ali

Director, Microsoft Dynamics NAV Practice at Velosio

 

Mohammad Ali helps small to mid-size companies implement business software (ERP) most efficiently and effectively within their budget and allocated time. He is skilled in Business Process, Enterprise Software, Software Development, and Software Implementation. Born in Bangladesh, he moved to Kent, Ohio in 1990 for his graduate study in Physics. He also obtained a MS degree in Computer Science from Kent State University. He started his technology carrier as a programmer for Apple-Bangladesh before coming to Kent. After graduating from KSU he worked with a local SW development company and developed several MS windows based software until 2003. He joined the technology consulting division of Apple Growth Partners, a local Accounting firm serving north east Ohio, to implement Microsoft Dynamics NAV for small to mid-size companies. He became a Principal and a Partner of this consulting firm in 2005 and eventually his technology division was acquired by Socius (now Velosio) in 2011. Velosio is Microsoft's largest partner in USA with 300+ employees implementing all Dynamics products nationwide. Mohammad is a big fan of the Cavs, likes music, outdoor sports, and also likes to travel and eat. He also played many sports (soccer, cricket, basketball, badminton) back in Bangladesh. He became Kent State University's badminton champion in 1992 when he was a graduate student there. He is a proud father of two sons, the eldest attending college at Case Western Reserve University and the youngest attending 10th grade at Jackson High School.



 

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Location

Hilton Garden Inn
1307 E Market Street
Akron, OH 44305

Contact

Joe Richards

akron@imachapter.org