XPX Chicago EP: Financial Focus
Details
Date & Time
Thu, Sep 16th , 2021 ⋅ 4:00pm - 5:00pm (CDT)
Location
Virtual - Connection details sent upon registration.
Tickets
Chicago Members
$0.00
Non-Members
$0.00
Other XPX Chapter Members
$0.00
Guests
Registrants
13
people attended
MG
AK
MP
+8
XPX Chicago Emerging Professionals:
Financial Focus
There is a lot of uncertainty in the world today, which makes it even more important to maintain financial focus and set up your future self for success. Christen Plotkin, Financial Advisor at UBS Financial Services Inc, will share what it means to have financial focus as an emerging professional. She’ll highlight distractions you should avoid, tips about preparing for life’s journey and pointers on how to address the top 3 financial needs of investors under 40.
Meet Our Speaker:
Christen E. Plotkin, AWMA®
Financial Advisor
The Daugherty Group at UBS Financial Services Inc.
Christen discovered her passion for helping others, particularly when it comes to their wealth, early on and has been committed to doing so at UBS for over a decade. As a partner and financial advisor with The Daugherty Group, her goal is to help individuals and their families achieve optimal results through an organized, coordinated, and collaborative approach. She truly values the trust that clients place in her to do so. Beyond helping clients make smart decisions about their investments she focuses on identifying tax mitigation, wealth transition, asset protection and charitable giving strategies.
Meeting from 4:00-5:00 PM CDT
Agenda:
4:00-4:05 Intro to XPX/Event
4:05-4:40 Financial Focus w/ Q&A
4:40-4:55 Networking
4:55-5:00 Closing
Registration Fees:
Free for members & guest's but registration is required.
Virtual - Connection details sent upon registration.
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