Recently the IEEE Houston Section hosted a seminar on the “Important Information You Need to Know About Your Money” facilitated by Lori L. Siegel, CFP™, CRPC ™ Senior Vice President- Wealth Management at UBS Financial Services, Inc. The seminar was well attended by a large mix of attendees from students, professionals, and engineers.
This is the second hosted meeting that the IEEE Houston Section has hosted for our 2016 -2017 Fiscal year and we are off to another strong start. The goal of the IEEE Houston Section is to reach and share information of technology, professional and personal development to our members and the community in the greater Metro Houston area.
Some additional information on….Lori Siegel is a Certified Financial Planner™, a Chartered Retirement Planning Counselor™, and for the past 20 years she and her team have specialized in developing comprehensive wealth management plans for successful families. She was a 2009 and 2010 recipient of the Five Star Wealth Manager, listed in Texas Monthly Magazine and her team was selected by the Houston Business Journal NABCAP as one of Houston’s Top Wealth Managers for 2012 & 2013. Her attendance at the Barron’s Top Women Advisors Summit and selection as a UBS Aspirational Practice were highlights of 2014. In 2015 Ms. Siegel’s team was highlighted by UBS in their series on “Top Performers” and “Guide to Growth” program for financial advisors across the country. In 2016, she was once again selected for the Barron’s Top Women Advisors Summit.