Creating generational wealth has moved to the forefront of everyone’s mind. In today’s market, we have seen people make major career decisions and blindly dive into investing to make this goal more achievable.

Professional money management has always seemed to be for a niche group of people when in actuality, almost everyone can benefit from this with the help of the right financial advisor. To do this, we must meet everyone at their level of financial literacy and help them to make the best-informed decision for their financial state.

Join one of Investopedia’s Top 100 Advisors, Marguerita Cheng, as she provides fresh insight on:

  • Rethinking the concept of wealth
  • Personal finance apps vs. professional money management
  • How FinTech is changing the industry
  • The importance of fostering inclusion and belonging in money management

November 2nd, 2022 at 9:30 am PT, 12:30 pm ET, 5:30 pm BST

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