Urban Financial Services Coalition invites influencers and leaders from across the financial services industry to the “Level Up in 2021 with a Wealth Building Game Plan” session on Wednesday, January 13, 2021, at 6:30 pm Eastern Standard Time. This session’s featured speaker will be Maurice Wilson, Founder and Senior Advisor, Wilson Wealth Management Group.

The beginning of the year is a great time to reflect on the triumphs and challenges of the previous year and strategize for new opportunities in the new year. 2021 can be the year that you Level Up for financial success by creating a Wealth Building Plan. Whether you are a mid-career or pushing close to retirement, you can intentionally create the financial future you want. Failing to Plan is Planning to Fail. In this session, you will learn the foundational principles of creating a wealth-building plan and the common mistakes to avoid.

Date: Wednesday, January 13, 2021

Time: 6:30 pm, Eastern Standard Time

Register: https://2020WealthBuildingPlan.eventbrite.com

Platform: Zoom

To learn more about UFSC, visit www.ufscnet.org

Maurice Wilson

Founder and Senior Advisor,

Wilson Wealth Management Group

Maurice Wilson attended Benedict College for two years, balancing his time between pursuing a dual degree in physics and engineering, running track, and serving his community as a member of Alpha Phi Alpha Fraternity, Inc. After transferring to Tennessee State University and graduating, he began his engineering career at Chrysler Automotive in Detroit, MI. During this time, he earned a Master’s in Mechanical Engineering, but his real education began at Chrysler.

He soon knew that engineering wasn’t for him; but it wasn’t until he began investing in Chrysler’s 401(k) plan that he found his true calling – financial planning and investment management - discovering that through financial planning, he could apply the problem-solving methodologies he learned in engineering.

Following this revelation, Maurice began to immerse himself in the stock market - becoming a CNBC addict and reading 3 to 4 financial publications a day. In 2002, he moved back to the South for an opportunity with Delta Air Lines, which brought him in contact with his first mentor in the world of financial planning.

His mentor advised him that he would never achieve financial freedom working for someone else, so he left Delta to pursue his passion. Today, as founder and senior advisor, he operates Wilson Wealth applying many of the principles he learned in engineering. He believes that: Every client represents an open-ended problem that can be solved in an infinite number of ways.

The challenge lies in finding the optimum solution.