|Join us for the DAMC’s Aggie Roundtable, conducted on a monthly-basis on the third Wednesday of the month.
Guy Hatcher, the CEO of CoVergence Group, presents "How to Find Your Perfect Client”.
According to Guy Hatcher, CFP, life is a series of transitions, and, there are few transitions more potentially challenging – both personally and professionally – than the sale, merger or acquisition of a business, when they decide to retire or even start a new venture.
In addition to CoVergence Group, Guy is president of Advanced Planning Inc., a full-service financial planning, estate planning and investment management firm, which he founded in 1993. Clients achieve security and peace of mind by having the tax impact on their estate minimized, building a solid plan for the future and securing their legacy of hard work and sacrifice will be transferred to those they love.
Known as "The Legacy Guy", Guy empowers business owners, executives and families to achieve their professional and personal goals through the transformational process of defining and establishing a legacy that goes way beyond just money and “stuff.”
In 2013, Guy released his first book, “Your Future Reflection: How to Leave a Legacy Beyond Money,” which teaches readers the importance of building a lasting legacy. To quote Guy, “Legacies are built over a lifetime and left in a moment. The way we choose to live our lives, and the values on which we choose to establish our foundation, will ultimately determine the legacy we leave to future generations.”
Guy attended Howard Payne University before graduating from the College of Financial Planning where he earned the Certified Financial Planner designation.
8:00am: Doors open for networking;
8:15am: Meeting called to order, introductions;
8:50am: Closing remarks, raffle;
9:00am: Meeting officially concludes.
Aggie Roundtable offers an opportunity for Texas A&M former students to network and share leads on potential prospects/clients. The Roundtable began in the Fall of 1993; and through the guidance of its early directors, has blossomed into untold amounts of revenue for companies led by Aggies.
This group serves two primary missions:
1. Facilitate business networking among Aggies;
2. Help those Ags in transition find new jobs.
Bring plenty of business cards, brochures, and other literature to display on the table at the front of the meeting area designated for that purpose. You will receive the opportunity to tell the group who you are, what you do, and what an ideal client for you might be. Our mission is to facilitate business networking and to help those Ags in transition. So don’t be shy about telling other Aggies how you can help their business, or be helped.
Optional donations of $5.00 per person, per meeting are kindly accepted and greatly appreciated - with net proceeds helping to fund Dallas A&M Club scholarships for selected students from the area who will be attending Texas A&M University.