The Social Xchange: A Financial Forum 2.0

Join us at The Social Xchange, where financial literacy, investment strategies, connecting and judgement free learning comes to life!
About this Event

SOCIAL X - The Social Xchange: a Financial Forum 2.0

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

In the second iteration of the event, we are focusing on the "great wealth transfer" one of the richest to occur in history, preparing for a financial "windfall", and building a healthy retirement plan.

Post-discussion, we will offer a unique small group networking opportunity to address direct questions and concerns.

Panelists

• Brianna Hoskins – Financial Advisor, Baird
• Brent Adams – Associate Financial Advisor, One Tree Hill Advisor
• Walter W. Taylor – WE Wealth Management Group, RBC

Register now and join us for a captivating Xperience.

• 5:00pm - 6:00pm - Registration/Check-in and financial networking activity
• 6:00pm - 7:15pm - Presentation/Discussion
• 7:15pm - 8:00pm - Small group breakouts
• 8:00pm - Wrap-up

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

Refreshments Courtesy of: One Tree Advisors / Baird / RBC

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