PMI Southwest - Personal Finances as a Project

    January 16, 2019
    5:30 PM - 6:30 PM
     Add to Calendar

    Schlumberger - Sugar Land Campus
    210 Schlumberger Drive
    Sugar Land, TX 77478
     Directions

    If you will be attending this meeting, please register online. We are keeping attendance records online for PMI auditing purposes. Thanks!

    PMI Southwest Meeting Venue:


    Jim Galpin, MBA, CFP
    Ameriprise Financial

    Prior to becoming a Financial Advisor, Jim Galpin had 19 years of experience managing projects aligning
    people, processes, and technology in the investment management industry. He graduated from Texas
    A&M University with a BA in Management Information Systems, and then later obtained an MBA at the
    The University of Houston. He holds the Series 7 and Series 66 FINRA registrations and a Life, Accident, &
    Health insurance license in the state of Texas. Now a Financial Advisor with Ameriprise, Jim leverages
    project management techniques with financial planning principles to help families organize their finances. Jim believes a structured approach to one’s personal finances results in greater confidence in achieving one’s financial goals.


    Ameriprise Financial cannot guarantee future financial results.

    Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

    Ameriprise Financial Services, Inc., Member FINRA and SIPC. 

    Topic Description:

    Having a goal without a plan is a wish. We all have our personal goals that we want to accomplish, yet few actually put a plan together. As project managers, we have a unique skill set that we can utilize to improve aspects of our own lives. The financial planning process has many parallels to the project management theories. In this session, I will provide a comparison of your professional skillset to the financial planning process to help you understand how you can assemble a plan to achieve your goals.

    This Session Qualifies for:
    Technical    

     
    Location:
    Schlumberger Sugar Land Campus
    Forum Cafe
    210 Schlumberger Drive
    713-234-0550

    Click to View Map


    Professional Development Units (PDU) for PMI certified professionals:

    Please use the following link to find instructions on how to Self-Report PDUs.

    Future Meetings

    PMI Southwest - "Building Trust and Credibility Through Your Personal Leadership Philosophy"

    February 20, 2019
    5:30 PM - 6:30 PM

    Schlumberger - Sugar Land Campus
    210 Schlumberger Drive
    Sugar Land, TX 77478

    Please click the link below for more information.

    Read More

    PMP & CAPM PREP COURSE - FEBRUARY

    February 25, 2019
    8:30 AM - 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI Downtown - Risk Management Strategies in Major Capital Design and Construction Projects - February

    February 28, 2019
    5:00 PM - 6:30 PM

    Experis
    1001 Fannin Street Suite 4550
    Houston, TX 77002

    Please click the link below for more information.

    Read More

    Register Now

    SATURDAY PMP & CAPM PREP COURSE - MARCH

    March 02, 2019 8:30 AM to March 23, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI North - High-Performance Tool Kit - March

    March 12, 2019
    5:30 PM - 8:00 PM

    Campioni Italian Restaurant
    13850 Cutten Road
    Houston, TX 77069
    http://www.campioni-restaurant.com/

    Please click the link below for more information.

    Read More

    Register Now

    PMI Energy Corridor - The Project Risk Management Dilemma - March

    March 13, 2019
    4:30 PM - 7:00 PM

    Microsoft Technology Center
    750 Town and Country Blvd., Suite 1000 - 10th Floor
    Houston, TX 77024

    Please click the link below for more information.

    Read More

    Register Now

    PMI Woodlands - March

    March 19, 2019
    6:00 PM - 7:00 PM

    The Sam Houston State University Woodlands Center
    3380 College Park Drive, Room 110
    The Woodlands, TX 77384

    More information to come.

    Read More

    Register Now

    PMI AGILE PRACTITIONER WORKSHOP - MARCH

    March 20, 2019 8:30 AM to March 22, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI Southwest - The Alchemy of Success: Turning Failure Into Success - March

    March 20, 2019
    5:30 PM - 6:30 PM

    Schlumberger - Sugar Land Campus
    210 Schlumberger Drive
    Sugar Land, TX 77478

    Please click the link below for more information.

    Read More

    Register Now

    PMP & CAPM PREP COURSE - MARCH

    March 25, 2019 8:30 AM to March 28, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI Central Lunch-N-Learn - The Power of Listening: Solve Problems and Seize Opportunities Using Active Listening - March

    March 26, 2019
    11:30 AM - 1:00 PM

    Lucas Group
    2700 Post Oak Blvd, Suite 2300
    Houston, TX 77056

    Please click the link below for more information.

    Read More

    Register Now

    PMI Downtown - Leveraging the Power of Conflict - March

    March 28, 2019
    5:00 PM - 6:30 PM

    Experis
    1001 Fannin Street Suite 4550
    Houston, TX 77002

    More information to come.

    Read More

    Register Now

    PMI North - April

    April 09, 2019
    5:30 PM - 8:00 PM

    Campioni Italian Restaurant
    13850 Cutten Road
    Houston, TX 77069
    http://www.campioni-restaurant.com/

    More information to come.

    Read More

    Register Now

    PMI Galleria - April

    April 10, 2019
    5:30 PM - 8:00 PM

    Houston Community College (West Loop Campus)
    5601 West Loop S
    Houston, TX 77081

    More information to come.

    Read More

    Register Now

    PMI Woodlands - April

    April 16, 2019
    6:00 PM - 7:00 PM

    The Sam Houston State University Woodlands Center
    3380 College Park Drive, Room 110
    The Woodlands, TX 77384

    More information to come.

    Read More

    Register Now

    PMI Southwest - Get Them in the Game: Using DISC to Improve Stakeholder Engagement - April

    April 17, 2019
    5:30 PM - 6:30 PM

    Schlumberger - Sugar Land Campus
    210 Schlumberger Drive
    Sugar Land, TX 77478

    Please click the link below for more information.

    Read More

    Register Now

    PMP & CAPM PREP COURSE - APRIL

    April 22, 2019 8:30 AM to April 25, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI Downtown - April

    April 25, 2019
    5:00 PM - 6:30 PM

    Experis
    1001 Fannin Street Suite 4550
    Houston, TX 77002

    More information to come.

    Read More

    Register Now

    PMI North - LEADING SUCCESSFUL TEAMS - May

    May 14, 2019
    5:30 PM - 8:00 PM

    Campioni Italian Restaurant
    13850 Cutten Road
    Houston, TX 77069
    http://www.campioni-restaurant.com/

    Please click the link below for more information.

    Read More

    Register Now

    PMI Energy Corridor - 3 New Ways Technologists & Engineers Can Dramatically Increase Your Company's Profitability in 2019! - May

    May 15, 2019
    4:30 PM - 7:00 PM

    Microsoft Technology Center
    750 Town and Country Blvd., Suite 1000 - 10th Floor
    Houston, TX 77024

    More information to come.

    Read More

    Register Now

    PMI Southwest - May

    May 15, 2019
    5:30 PM - 6:30 PM

    Schlumberger - Sugar Land Campus
    210 Schlumberger Drive
    Sugar Land, TX 77478

    More information to come.

    Read More

    Register Now

    PMP & CAPM PREP COURSE - MAY

    May 20, 2019 8:30 AM to May 23, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI Woodlands - May

    May 21, 2019
    6:00 PM - 7:00 PM

    The Sam Houston State University Woodlands Center
    3380 College Park Drive, Room 110
    The Woodlands, TX 77384

    More information to come.

    Read More

    Register Now

    PMI Downtown - May

    May 30, 2019
    5:00 PM - 6:30 PM

    Experis
    1001 Fannin Street Suite 4550
    Houston, TX 77002

    More information to come.

    Read More

    Register Now

    2019 PMI Houston Conference & Expo Registration

    June 03, 2019 7:30 AM to June 04, 2019 5:00 PM

    NRG Center
    8400 Kirby Drive
    Houston, TX 77054

    Please click the link below for more information.

    Read More

    Register Now

    PMP & CAPM PREP COURSE - JUNE

    June 24, 2019 8:30 AM to June 27, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI North - Elements of Risk Management: Insights and Ideas from Prospect Theory and Psychology - July

    July 09, 2019
    5:30 PM - 8:00 PM

    Campioni Italian Restaurant
    13850 Cutten Road
    Houston, TX 77069
    http://www.campioni-restaurant.com/

    Please click the link below for more information.

    Read More

    Register Now

    PMI Energy Corridor - July

    July 10, 2019
    4:30 PM - 7:00 PM

    Microsoft Technology Center
    750 Town and Country Blvd., Suite 1000 - 10th Floor
    Houston, TX 77024

    More information to come.

    Read More

    Register Now

    SATURDAY PMP & CAPM PREP COURSE - JULY

    July 13, 2019 8:30 AM to August 03, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI Woodlands - July

    July 16, 2019
    6:00 PM - 7:00 PM

    The Sam Houston State University Woodlands Center
    3380 College Park Drive, Room 110
    The Woodlands, TX 77384

    More information to come.

    Read More

    Register Now

    PMI Southwest - July

    July 17, 2019
    5:30 PM - 6:30 PM

    Schlumberger - Sugar Land Campus
    210 Schlumberger Drive
    Sugar Land, TX 77478

    More information to come.

    Read More

    Register Now

    PMI Downtown - July

    July 25, 2019
    5:00 PM - 6:30 PM

    Experis
    1001 Fannin Street Suite 4550
    Houston, TX 77002

    More information to come.

    Read More

    Register Now

    PMP & CAPM PREP COURSE - JULY

    July 29, 2019 8:30 AM to August 01, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI North - August

    August 13, 2019
    5:30 PM - 8:00 PM

    Campioni Italian Restaurant
    13850 Cutten Road
    Houston, TX 77069
    http://www.campioni-restaurant.com/

    More information to come.

    Read More

    Register Now

    PMI Galleria - August

    August 14, 2019
    5:30 PM - 8:00 PM

    Houston Community College (West Loop Campus)
    5601 West Loop S
    Houston, TX 77081

    More information to come.

    Read More

    Register Now

    PMP & CAPM PREP COURSE - AUGUST

    August 19, 2019 8:30 AM to August 22, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI Woodlands - August

    August 20, 2019
    6:00 PM - 7:00 PM

    The Sam Houston State University Woodlands Center
    3380 College Park Drive, Room 110
    The Woodlands, TX 77384

    More information to come.

    Read More

    Register Now

    PMI Southwest - August

    August 21, 2019
    5:30 PM - 6:30 PM

    Schlumberger - Sugar Land Campus
    210 Schlumberger Drive
    Sugar Land, TX 77478

    More information to come.

    Read More

    Register Now

    PMI Downtown - August

    August 29, 2019
    5:00 PM - 6:30 PM

    Experis
    1001 Fannin Street Suite 4550
    Houston, TX 77002

    More information to come.

    Read More

    Register Now

    SATURDAY PMP & CAPM PREP COURSE - SEPTEMBER

    September 07, 2019 8:30 AM to September 28, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI North - September

    September 10, 2019
    5:30 PM - 8:00 PM

    Campioni Italian Restaurant
    13850 Cutten Road
    Houston, TX 77069
    http://www.campioni-restaurant.com/

    Please click the link below for more information.

    Read More

    Register Now

    PMI Energy Corridor - September

    September 11, 2019
    4:30 PM - 7:00 PM

    Microsoft Technology Center
    750 Town and Country Blvd., Suite 1000 - 10th Floor
    Houston, TX 77024

    More information to come.

    Read More

    Register Now

    PMI Woodlands - September

    September 17, 2019
    6:00 PM - 7:00 PM

    The Sam Houston State University Woodlands Center
    3380 College Park Drive, Room 110
    The Woodlands, TX 77384

    More information to come.

    Read More

    Register Now

    PMI Southwest - September

    September 18, 2019
    5:30 PM - 6:30 PM

    Schlumberger - Sugar Land Campus
    210 Schlumberger Drive
    Sugar Land, TX 77478

    More information to come.

    Read More

    Register Now

    PMP & CAPM PREP COURSE - SEPTEMBER

    September 23, 2019 8:30 AM to September 26, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI Downtown - September

    September 26, 2019
    5:00 PM - 6:30 PM

    Experis
    1001 Fannin Street Suite 4550
    Houston, TX 77002

    More information to come.

    Read More

    Register Now

    PMI North - October

    October 08, 2019
    5:30 PM - 8:00 PM

    Campioni Italian Restaurant
    13850 Cutten Road
    Houston, TX 77069
    http://www.campioni-restaurant.com/

    More information to come.

    Read More

    Register Now

    PMI Galleria - October

    October 09, 2019
    5:30 PM - 8:00 PM

    Houston Community College (West Loop Campus)
    5601 West Loop S
    Houston, TX 77081

    More information to come.

    Read More

    Register Now

    PMI Woodlands - October

    October 15, 2019
    6:00 PM - 7:00 PM

    The Sam Houston State University Woodlands Center
    3380 College Park Drive, Room 110
    The Woodlands, TX 77384

    More information to come.

    Read More

    Register Now

    PMI Southwest - October

    October 16, 2019
    5:30 PM - 6:30 PM

    Schlumberger - Sugar Land Campus
    210 Schlumberger Drive
    Sugar Land, TX 77478

    More information to come.

    Read More

    Register Now

    PMP & CAPM PREP COURSE - OCTOBER

    October 21, 2019 8:30 AM to October 24, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI Downtown - October

    October 24, 2019
    5:00 PM - 6:30 PM

    Experis
    1001 Fannin Street Suite 4550
    Houston, TX 77002

    More information to come.

    Read More

    Register Now

    PMI North - November

    November 12, 2019
    5:30 PM - 8:00 PM

    Campioni Italian Restaurant
    13850 Cutten Road
    Houston, TX 77069
    http://www.campioni-restaurant.com/

    Please click the link below for more information.

    Read More

    Register Now

    PMI Energy Corridor - November

    November 13, 2019
    4:30 PM - 7:00 PM

    Microsoft Technology Center
    750 Town and Country Blvd., Suite 1000 - 10th Floor
    Houston, TX 77024

    More information to come.

    Read More

    Register Now

    PMP & CAPM PREP COURSE - NOVEMBER

    November 18, 2019 8:30 AM to November 21, 2019 4:30 PM

    Hampton Inn Galleria
    4500 Post Oak Parkway
    Houston, TX 77027

    Please click the link below for more information.

    Read More

    PMI Woodlands - November

    November 19, 2019
    6:00 PM - 7:00 PM

    The Sam Houston State University Woodlands Center
    3380 College Park Drive, Room 110
    The Woodlands, TX 77384

    More information to come.

    Read More

    Register Now

    PMI Southwest - November

    November 20, 2019
    5:30 PM - 6:30 PM

    Schlumberger - Sugar Land Campus
    210 Schlumberger Drive
    Sugar Land, TX 77478

    More information to come.

    Read More

    Register Now

    PMI Downtown - November

    November 21, 2019
    5:00 PM - 6:30 PM

    Experis
    1001 Fannin Street Suite 4550
    Houston, TX 77002

    More information to come.

    Read More

    Register Now

    PMI North - December - Holiday Party

    December 10, 2019
    5:30 PM - 8:00 PM

    Campioni Italian Restaurant
    13850 Cutten Road
    Houston, TX 77069
    http://www.campioni-restaurant.com/

    More information to come.

    Read More

    Register Now

    PMI Galleria - December - Holiday Party

    December 11, 2019
    5:30 PM - 8:00 PM

    Houston Community College (West Loop Campus)
    5601 West Loop S
    Houston, TX 77081

    More information to come.

    Read More

    Register Now

    PMI Woodlands - December

    December 17, 2019
    6:00 PM - 7:00 PM

    The Sam Houston State University Woodlands Center
    3380 College Park Drive, Room 110
    The Woodlands, TX 77384

    More information to come.

    Read More

    Register Now

    PMI Downtown - December

    December 19, 2019
    5:00 PM - 6:30 PM

    Experis
    1001 Fannin Street Suite 4550
    Houston, TX 77002

    More information to come.

    Read More

    Register Now