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Hosted by the DFW Wealth Creation Initiative (DWCI)*, this event provides attendees with information on how to achieve financial wellness. This summit will feature multiple sessions where attendees will hear from industry experts. 

 

Agenda: 

8:30a: Doors Open / Early Sign-in

9:00 - 9:30a: Sign In

9:30 - 10:00a: Opening Session: Welcome & Psychology of Money

10:10 - 11:00a: Session 1: Financial Literacy Basics

11:10a - 12:00p: Session 2: Financial Growth and Wealth Creation

12:00 - 12:30p: Lunch

12:30 - 1:20p: Session 3: Wealth Management

1:20 - 2:00p: Closing: Wrap-Up, Raffles, Networking, Resource Tables

 

DWCI Members: The Concilio, Greater Dallas Hispanic Chamber of Commerce, University of Dallas

  • Riccardo Hernandez
  • Dan Hamlet

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