Financial Considerations for Wealth-Building Professionals - ACG NextGen

Join us for an insightful and engaging panel discussion on the intricacies of joint finances and the journey to first-time homebuying. This event will be held at RSM USA LLP, located at 1861 International Drive, Suite 400, McLean, VA 22102 on October 22nd.

Agenda:
5:30 – 6:00 pm
Arrivals/Check-In/Networking
Kick off the evening by networking with fellow attendees and enjoying light refreshments. This is a great opportunity to connect with like-minded individuals who share your interests in financial planning and homeownership.

6:00 – 7:00 pm
Panel Discussion
Gain valuable insights from our expert panelists:

• Kari Sansom – Mortgage Lending Specialist at Sandy Spring Bank
• Tyler Jeffery – Real Estate Professional at Sotheby’s
• Jennifer Goode – Director, Wealth Strategies at Bernstein Private Wealth Management

They will cover key topics including managing joint finances, understanding mortgage options, and navigating the real estate market for first-time homebuyers.

7:00 – 7:30 pm
Q&A/Networking
Conclude the evening with a Q&A session, where you can ask our panelists your pressing questions. Continue networking and discussing the evening’s topics with your peers and panelists.