THE PROGRAM
Big dreams.
Better questions.
Financial freedom starts with understanding your options. Explore the conversations at the heart of Wealth Summit 360.
The themes below follow the event flyer. Final session titles, order, speaker assignments, and end time are being confirmed.
01 / BUILD UNDERSTANDINGHow wealth is built.
Explore the ideas behind wealth building. Make room to understand the language, examine different perspectives, and connect the conversation to your own longer-term aspirations.
“What do I need to understand before I choose my next step?”
Preparation idea: write down one financial term or concept you want explained in plain language.
02 / EXPLORE POSSIBILITYOwnership & opportunity.
Hear perspectives on how ownership creates opportunities. Consider what ownership means to you, which possibilities interest you, and what questions deserve more research.
“How could ownership fit into the future I want to build?”
Preparation idea: identify a goal you want to understand better.
03 / PUT PURPOSE BEHIND THE PLANProtect what matters.
Explore how financial planning connects to people, priorities, and longer-term goals. Think about what you want a plan to support, then use the summit to develop clearer questions.
“What do I want my financial decisions to make possible?”
Preparation idea: list your top three priorities without including private account or financial information.
04 / HEAR DIFFERENT PERSPECTIVESThe panel conversation.
The flyer includes an expert panel discussion. Listen for the reasoning behind different perspectives and notice which ideas you want to explore further.
“What questions should someone ask before making a decision?”
Panel participants, moderation, and audience question format will be confirmed with the final program.
05 / KEEP LEARNINGConnections & next steps.
Meet others making time for financial education. Reflect on the day’s ideas and choose one subject to learn more about after the summit.
“What will I keep learning after today?”
Networking is part of the event. Connections and takeaways will differ for every attendee.
MAKE THE DAY YOURS
Arrive with a question.
Make room for perspective.
Our preparation guide helps you choose the topics that matter most to you.
Explore your learning journey ↗NOVEMBER 21 · 9 AM CT · BROOKLYN PARK
Your next chapter starts with a decision.
Make November 21 a day for your future. Free admission. independent presenters. One room to learn and connect.
Plan to attend ↗No payment details required.