Session 11: Presentation 2

Business Concurrent B Principal Financial Session 3:00 – 3:30 pm

Financial Wellness

Brad Brown, Financial Advisor at Principal Financial Group

  • A Healthy Approach to Money Matters
  • Learning Objectives:
    • 1. Improve your spending habits
    • 2. Protect what is important
    • 3. Make the most of your money
    • 4. Save for long term goals
Brad Brown

Brad Brown

Financial Advisor at Principal Financial Group

Brad joined Principal in June 2009 as an investment advisor, and he has 15 years of experience in the financial services industry. Brad has been a small business owner for 35 years. This business ownership has provided him with the opportunity to have many excellent mentors and now he enjoys helping other entrepreneurs build a successful business. Brad holds a finance degree from the University of Iowa, and an Accredited Investment Fiduciary (AIF) designation. Brad is involved with Clive Lions, West Des Moines Rotary, and Pheasant Forever. His hobbies include cycling, fly fishing, pheasant hunting, and the outdoors.