NTBC Lunch N Learn -Beyond Investments: What Financial Planners Really Do?

Join us for an engaging Lunch N Learn session - by our Members for our Members!

Register today and learn about Beyond Investments: What Financial Planners Really Do?

Presented by: Chad Cooper

Think financial planners only pick investments? Think again. Discover the critical roles they play in shaping your financial future—and why it matters more than you think. Come learn how financial planners help you not only grow wealth but also manage life's biggest milestones, live your retirement years with dignity, and secure your legacy.

We'll also touch on some year-end planning!

Chad Cooper is a Financial Planner affiliated with Gateway Financial Advisors, LLC and Cambridge Investment Research. He operates his practice through Cooper White and Associates, LLC which supports the administrative and payroll functions of the advisory business. With over 22 years of experience, his practice focuses on Financial Planning, retirement income, investment, estate, insurance, and high net worth planning strategies for individuals and businesses.

NTBC Lunch N Learn -Beyond Investment...

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Date and Time

Thursday Dec 18, 2025
12:00 PM - 1:30 PM EST

The 3rd Thursday of the month
Thursday, December 18, 2025
12:00 p.m. - 1:30 p.m.

Location

USF Credit Union
New Tampa Location
20610 Bruce B Downs Blvd
Conference Room
Tampa, FL 33647

Fees/Admission

$15.00 Per Person
*Online registration is required. If you are unable to attend, you may send a representative in your absence. There are no refunds and no money is collected at the door.

LIMITED SEATING - REGISTER TODAY!!!

Contact Information

Sarah Rasheid Chief Content Creator for North Tampa Bay Chamber
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