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 and this will be the last of this year! Plenty of guests will be coming to each of our local offices of over 144 different locations across the United States and Canada.
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