XPX Chicago Emerging Professionals: Financial Planning for Busy Professionals

Space is limited to the first 25 people to register.

Join us for a discussion with financial advisor, Christen Plotkin, on maintaining financial focus and flexibility in this everchanging world. Learn strategies to position your hard-earned money for future success while enjoying your achievements now and overcome the fear of missing out on key financial opportunities.

Agenda:

5-5:30PM Networking
5:30-6:15PM Presentation with Q&A
6:15-7:00 PM Food/Networking

Our Speaker:

Christen Plotkin, AWMA®
Vice President
Wealth Management UBS Financial Services Inc.

Christen has dedicated the past 15 years to offering exceptional financial leadership to select clientele. She specializes in guiding clients to make informed investment decisions and provides comprehensive planning services that include identifying tax mitigation, wealth transition, wealth protection and charitable giving strategies. By inspiring clients to embrace a broader vision of their financial potential, Christen helps them achieve greater growth, contribute more meaningfully, and enjoy richer experiences.

REGISTRATION FEES:

XPX Chicago Members: $25
XPX Chicago Members Same Day/Walk-in Fee: $35

Non-Members $35
Non-Members Same Day/Walk-in Fee: $45

Space is limited to the first 25 people to register.

Pizza and beverages will be provided after the presentation.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/transfers.