Details
Build, Grow, Protect: Shaping Your Financial Future
In a time of crazy pricing inflation, shifting economic rules, and evolving industries with AI, understanding your finances is no longer optional, it’s essential.
Join us for a special 4-hour summit open to attendees across the bay area. This is one of our bigger events that only happen twice a year!
You’ll learn:
how to build a solid financial foundation, explore the modern financial industry, and discover tools and pathways that can empower your financial future, this can be for personal growth or a career opportunity.
🧠 What You’ll Gain:
- Clarity on budgeting, saving, investing, and financial protection
- An understanding of how the financial industry is shifting — and why it matters
- Real strategies you can apply immediately
- Access to tools, resources, and mentorship
📍 When: 09:00AM - 1:00PM PST
💻 Where: 7031 Koll Center Pkwy, Suite 150, Pleasanton, 94566, CA
🎙️ Hosted by: Lisa Oktavia and a team of licensed financial professionals across North America and Canada.
Here you can aim to strengthen your finances, explore a new career path, or simply learn what’s changing in the money world; this event is for you.
Building Your Financial Foundation