XPX Chicago Emerging Professionals:
Meet Our Speaker:
Christen E. Plotkin, AWMA®
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
4:00-4:05 Intro to XPX/Event
4:05-4:40 Financial Focus w/ Q&A
Free for members & guest’s but registration is required.
Virtual – Connection details sent upon registration.
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