Wednesday, April 30 noon-1:15 p.m. in Oaks 212
Wylie P. Southern, is Vice President of Wealth Management and a Financial Advisor with UBS Financial Services, Inc. He will share the steps he takes in working with his own clients on financial planning, investments, educational planning, insurance, retirement, and generational estate planning. His presentation will center on priorities and obstacles that we need to pay attention to for ourselves as we get older, as well as for our elderly family and friends.
This program is being sponsored by the Office of Leadership & Professional Development and the Caregiver’s Employee Resource Group (ERG). All Elon staff and faculty members are welcome to attend. You don’t need to be a member of this ERG to join us for this session. A buffet lunch will be provided for those who register.
Wylie Southern is a dynamic speaker who has previously presented to the Lambda Xi chapter of Beta Alpha Psi, the national honorary society recognizing students in the fields of accounting, finance, and information systems, and has had many successful interns from Elon in his office.
As a reminder, if you have food restrictions or need special accommodations, please email Mandy Stovall (mstovall3@elon.edu) prior to the event so she can work with catering to meet your needs. Also, be sure to let Mandy know if you have a preferred name (rather than your registration name) for your name tag.