The Social Xchange: A Financial Forum

SOCIAL X - The Social Xchange: a Financial Forum

Description: Join us at the Financial Forum, where financial literacy, investment strategies, connecting and judgement free learning comes to life!

We’re bringing together a vibrant community of financial champions, as we dive into the world of financial legacy building. Engage in lively discussions, share success stories, and gain invaluable tips from our slate of presenters. Post-presentations, we will offer a unique small group networking opportunity to address direct questions and concerns.

Presentation #1 - Budgeting and Saving for Greatness

Presentation #2 - Invest This, Build Wealth With That

Presentation #3 - Those Oh So Common Financial Misconceptions

Register now and join us for a captivating Xperience.

• 5:00pm - 6:00pm - Registration/Check-in and networking
• 6:00pm - 7:30pm - Presentations
• 7:30pm - 8:00pm - Speed Networking Activity
• 8:00pm - Wrap-up

Light appetizers and beverages will be available for those in attendance!

Sponsors: One Tree Advisors / Baird / RBC

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