The Lower Bucks County Chamber of Commerce is hosting its next keynote program, including networking and breakfast, on Thursday, Jan. 12, at Woods Services, 40 Martin Gross Drive, Langhorne. Networking is from 8:30 to 9 a.m. and the program runs from 9 to 10:15 a.m.
William “Bill” F. Davis, Ameriprise Financial, is presenting “Pay Yourself First: Making Personal Finances Simple.” This program will assist attendees in setting themselves up for success in 2023. Learn how to identify priorities, goals and behaviors that will help you start — and finish — the year with personal success.
After earning degrees from La Salle and Temple universities, in 2010 Davis decided to pursue a career in financial planning, completing the Financial Planning Program at The American College, and holds the CERTIFIED FINANCIAL PLANNER and the Certified Divorce Financial Analyst designations. He specializes in guiding his clients through life changes, transitions and understanding the financial planning process.
Davis started his own practice in 2016 after joining Ameriprise. Building client-by-client, he has been named Five Star Wealth Manager in 2020, 2021 and 2022. He and his team have been recognized with Ameriprise’s highest client satisfaction honor, their Client Experience Award.
A former executive board member of the Langhorne Athletic Association, Davis has coached baseball since 2008 and served on the board for the Newtown Rock Softball Association while coaching for seven years.
Currently, Davis serves on the executive board for the Lower Bucks Chamber of Commerce and the Going Beyond Assistance Program.
This event is free for LBCCC members. Prospective chamber members are welcome to attend this event one time. Register in advance at cca.lbccc.org/EvtListing.aspx?dbid2=PALBC&evtid=524009&class=E.