Loading Events

« All Events

  • This event has passed.

VIRTUAL Session – 2023 FPP Regional Roundtable Series – Live Oak Session

11/16/2023 @ 1:00 PM - 2:30 PM EST


Who's Attending

6 people are attending VIRTUAL Session – 2023 FPP Regional Roundtable Series – Live Oak Session

  • Patrick Eichholtz
  • Rob West
  • Marilyn Taylor
  • Frank Savino
  • Sarah Harrington


Tickets are not available as this event has passed.

November 16th  1:00 p.m. – 2:30 p.m.

FREE Virtual Session


New technology has impacted how we bank, exchange money for goods, invest, create and market businesses, and access education and training.  This has resulted in expanded financial access with new potential opportunities for individuals to create secondary income streams and a pathway to saving.  For those individuals making ends meet, what are the steps to building wealth through opportunities created by new and evolving technology?  How do we help our clients balance new opportunities and the challenges that could derail their financial goals?  What does that look like?  The intent of this discussion is to uncover existing programs and initiatives that are doing just that and, to the extent where no program exists, begin the foundation of new and impactful initiatives that help elevate financial capability for all.  Please join us.  Your insight is an important component of, and the first step in this valuable process.


This is a virtual session.  The Zoom meeting link will be emailed prior to the session.

THANK YOU to our 2023 FPP Regional Roundtable Series Sponsors!


1:00 PM - 2:30 PM EST


Virtual Session
Registrants will receive an e-mail directly from Zoom to access this session. + Google Map