Event Details
Lunch & Learn at UF Innovate | The Hub
You’re invited to UF Innovate | The Hub for a Lunch & Learn!
Learn topics such as 401(k) plans, SEP and SIMPLE IRA accounts, and methods for investing in individual retirement plans.
This event is open to the public. Please register by noon on May 6th.
In this Lunch & Learn, Weston Gallop of Campus USA will focus on strengthening financial confidence for small business owners, with insights on retirement planning options and smart investment approaches.
Meet the speaker:
Weston Gallop
Weston Gallop is a Gainesville native with over 20 years of business experience. Weston graduated from the University of Florida in 2007 and joined the CAMPUS Investment Services team in 2014. He is FINRA® Series 7 and 66 registered (held through LPL Financial) and Florida Life, Health & Variable Contracts licensed and has also obtained the CERTIFIED FINANCIAL PLANNER[™] certification and Chartered Retirement Planning Counselor® designation, conferred by the College For Financial Planning. He is an Executive Board Member with the Gainesville Sports Commission. He enjoys playing golf, cheering on the Florida Gators, and spending time with his wife, Julie, and their three children, Mary Grace, Eli, and Kate.
Our Sponsor:
Campus USA
“CAMPUS serves over 180,000 members from all over the world. As a not-for-profit cooperative, we are owned by our members. So at CAMPUS, you’re not just a member – you own the place! Profits are returned to our member-owners in the form of no- and low-fee financial services and best-of-market rates on deposits and loans. Since our members own CAMPUS, we can never be bought, nor can we merge with another institution without our members’ approval.
Our Mission: Our mission is to be the leader in the markets we serve by providing exemplary service and exceptional value to our members.
Our Vision: Empowering employees to make a positive difference in the financial lives of our members and in the communities we serve. We want to be the financial institution that our members choose first, use the most, and grow with throughout their lives.”
This event is worth 15 Hub House points so don’t miss your chance to help your team climb the leaderboard. Select your Hub House when registering and rack up the points. If you’re not in a Hub House or not an Accelerate client, select “Unknown.”
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