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AAEP Virtual Wednesday Round Table 2022: Three laws of financial planning

AAEP Virtual Wednesday Round Table 2022: Three laws of financial planning

Recorded On: 05/25/2022

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May 25, 2022. 

This presentation focuses on educating attendees on the critical aspects of one’s personal financial plan. All attendees will receive a “DIY” excel template that they can use to create a simple and accountable personal plan. The panelists will reference this template through out the presentation. At the conclusion of the presentation, participants will have a clear philosophy surrounding their wealth and be able to implement some simple, practical steps to begin to better steward their wealth.


No RACE CE credit.

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This session is sponsored by CareCredit. 


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Three laws of financial planning
Open to view video.  |  90 minutes
Open to view video.  |  90 minutes May 25, 2022. This presentation focuses on educating attendees on the critical aspects of one’s personal financial plan. All attendees will receive a “DIY” excel template that they can use to create a simple and accountable personal plan. The panelists will reference this template through out the presentation. At the conclusion of the presentation, participants will have a clear philosophy surrounding their wealth and be able to implement some simple, practical steps to begin to better steward their wealth.
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Mr. John A. Chalk, JD, CPA, CFP®

John Chalk, Jr. has spent the last 25 years helping individuals and business owners, with issues of succession, structure, and tax reduction strategies. As an attorney, CPA, Certified Financial Planner® and lifelong animal enthusiast, he is uniquely positioned to assist veterinary practices of all sizes, address the key issues and major challenges facing veterinarians today. John has spoken nationally for the equine and companion animal segments of the veterinary industry. His passion is to help people align their wealth with their values… and thus further their purpose in life.

Morgan Webb

Morgan J. Webb works with Trinity Portfolio Advisors and has been providing comprehensive financial planning and implementation to families and business owners for the past 15 years. Morgan is a Certified Financial Planner®, Certified Fund Specialist, and an Enrolled Agent with the IRS. She spent her college years at Texas Christian University and the University of North Texas.

As a Financial Adviser, she has successfully helped her clients navigate through some of life’s most important milestones. With her clients’ best interests as her highest priority, Morgan continues to be intentional with her clients developing a plan that is customized to their personal goals & objectives and helping to bring purpose to their wealth.