3 hours of Ethics applied for

Today's Real World Ethics and our Holiday Social

Come for the Ethics CE, the Social, or BOTH!

Please let us know in your registration if you are coming to one or both.

1:30 pm Doors Open
1:45 pm Announcements
2:00 pm Presentation
5:00 pm CE Ends, Happy Hour Begins!

Abstract:  Coming Soon

Speaker: 

Gregg Schlaudecker

Gregg Schlaudecker is a seasoned executive and financial services leader based in Jamestown, North Carolina. As Chief Operating Officer at AdaptFirst Tax and Investments, Gregg drives operational excellence and strategic direction for a mid-sized CPA firm. His career includes influential roles such as Executive Director for The Financial Service Advisors Council and Director at the Society of Financial Service Professionals, where he led regional chapters and advanced the profession through innovative leadership and collaboration. Gregg’s expertise spans financial planning, risk management, and education—evidenced by his founding of Emerald College Planning, helping families strategize college affordability. He has managed comprehensive financial planning operations and led large insurance sales departments, leveraging knowledge gained from diverse roles including military service as a U.S. Army Captain. Known for his tech savvy and commitment to professional development, Gregg also enjoys cycling, hiking, bird watching, reading, and mentoring others in finance and technology both inside and outside the office.