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Join us at the Financial Forum, where financial literacy, investment strategies, connecting and judgement free learning comes to life!

In the second iteration of the event, we are focusing on the "great wealth transfer" one of the richest to occur in history, preparing for a financial "windfall", and building a healthy retirement plan.

Post-discussion, we will offer a unique small group networking opportunity to address direct questions and concerns.

Register now and join us for a captivating Xperience.

• 5:00pm - 6:00pm - Registration/Check-in and financial networking activity

• 6:00pm - 7:15pm - Presentation/Discussion

• 7:15pm - 8:00pm - Small group breakouts

• 8:00pm - Wrap-up

Light appetizers and beverages will be available for those in attendance!

Sponsors: One Tree Advisors / Baird / RBC

Featured Panelists

Brianna Hoskins – Financial Advisor, Baird
As a licensed financial advisor and proud UW-Milwaukee alum, Brianna supports individuals and families in building secure financial futures. She brings a thoughtful, people-centered approach to wealth planning and is deeply invested in uplifting her Milwaukee community through financial empowerment.
Baird

Brent Adams – One Tree Hill Advisors
Brent has helped hundreds of families create confident retirements. With a personalized approach to financial planning, he focuses on reducing risk and creating long-term value. A Marquette graduate, Brent is passionate about education, family, and community-focused service.
One Tree Advisors

Walter W. Taylor – WE Wealth Management Group, RBC
Walter brings years of experience in private wealth and business transformation, alongside deep community involvement. He leads Next Gen initiatives, manages team events, and promotes inclusive access to financial knowledge. Walter is an active mentor and board member in Milwaukee.
RBC Wealth Management