16
Sep
XPX Chicago EP: Financial Focus
September
16
Thursday

Event Information

Date & Time

Thu, Sep 16th, 2021
4:00pm - 5:00pm (CDT)

Location

Virtual - Connection details sent upon registration.

Status

Registration Now Closed

Price

Chicago Members $0.00
Non-Members $0.00
Other XPX Chapter Members $0.00

Luis Alba
Huntington National Bank
Nermin Avdic of Kutchins Robbins & Diamond is a member of XPX Chicago
Nermin Avdic
Kutchins Robbins & Diamond
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
Michael Gnesin
Alexandra Kocoj
Erin Manning
Navigate
Brad Mart
Mart Partners
Craig Nadborne of Bradford Allen Realty Services is a member of XPX Chicago
Craig A Nadborne
Bradford Allen Realty Services
Mary Pizzo
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
Faran Rasmussen
Carlos Sava
ProCFO Partners
Chris Zdunich of Insperity is a member of XPX Chicago.
Chris Zdunich
Engage PEO

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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