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HR Unplugged: Financial Planning - The Speed Dating Way
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Join us for an HR Unplugged session about all things financial planning for the workplace. Come gather with RSHRM members and local financial experts as we discuss the topics that are most important to you and your workplace. Bring your experiences, ideas and questions.

5/16/2019
When: Thursday, May 16
6:00 - 7:30 pm
Where: Dominion Payroll
3200 Rockbridge Street
Suite 300
Richmond, Virginia  23230
United States
Contact: Townley Goldsmith-Ray


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Summary | Presenters | Registration

Summary

Join us for an HR Unplugged session about all things financial planning for the workplace. Come gather with RSHRM members and local financial experts as we discuss the topics that are most important to you and your workplace. Bring your experiences, ideas and questions.

The Experts

Spencer M. Baxter, Esq.
Attorney and Partner
Johnson, Gasink & Baxter, LLP

 

Spencer specializes in Estate Planning & Administration: Wills, Trusts, Probate Administration, Trust Administration and Asset Protection. He additionally assists clients in the field of Business Law. Spencer works with his partners and staff at Johnson, Gasink & Baxter, LLP, to protect his clients, their family, their businesses, and their wealth. He enjoys speaking as an estate planning expert and is a continuing education instructor on related topics. The firm has multiple offices, but Spencer spends a good bit of his time in the Richmond area. Spencer is originally from Maryland and came to Virginia to attend Randolph-Macon College. At Randolph-Macon, he majored in political science, minored in literature, and played football for the school.

 

Kristin D. Carleton
Financial Advisor, RJFS
Towne Investment Group

 

 

Kristin is a Financial Advisor with Towne Investment Group. She has fifteen years of experience in the financial services industry, and has extensive experience working with a broad range of financial products. She prides herself on applying her knowledge of financial products to help her clients achieve their dreams – from buying their first home, to sending their children to college, to retiring with dignity. Kristin is a graduate of Duke University.

 

Christy M. Gauvin
Vice President, Financial Sales Manager
First Citizens Bank

 

Christy Gauvin has 26 years of banking experience helping consumers and businesses manage their finances. Before joining First Citizens, she served as a branch manager at SunTrust Bank.

 

Gaurav "G" Shrestha, CFP®
Financial Advisor
Virginia Asset Management, LLC

 

Born in Nepal, “G” moved to the United States at an early age. He graduated magna cum laude from Virginia Commonwealth University with a B.S. in Finance and a specific concentration in Financial Planning. "G" has worked in the financial services industry since 2000 and joined the firm in 2003 as a financial advisor. “G” is an Investment Advisor Representative (IAR) with Securian Financial Services, Inc. and is a Certified Financial Planner (CFP™) Professional. He also holds the Series 7 and 66 registrations and is Life/Health/Annuity licensed. His mission is to effectively assist clients in achieving their financial goals by helping them build and protect their wealth during their working years, provide security and financial independence in their retirement years, and help efficiently transfer their wealth to future generations. “G” co-teaches the “Retirement Planning Today” and “Rejuvenate Your Retirement” courses though the VCU School of Business and has been a guest speaker at VCU on numerous occasions. He is also a member of the Central Virginia Financial Planning Association. “G” is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.


Registration

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