Dallas Black UX Monthly Meeting: Get Your Money Right

5774 Grandscape Bld.,The Colony TX 75056

28 March, 2023

Description

EVENT SUMMARY Many of us have had to learn the hard way what happens when our families don't plan ahead. Don't continue the cycle. In this month's Design Your Life, we're discussing FINANCIAL PLANNING. It doesn't matter where you are in your career, this talk is for YOU! Tuesday, March 28th, William White of Forge & Link Financial Group will help us understand how to make and keep our bag, and plan for major financial events as UX Professionals. We'll have quite a bit of space, so feel free to invite family members, friends, and co-workers. OUR SPEAKER William White is the founder of Forge & Link Financial Group, a practice dedicated to the future “You” since 2014. During his time in practice, he has helped several families, business owners and professionals create tailored solutions to reach their goals. He understands life has to have parity between enjoying the moments and building an estate for loved ones that follow. His passion comes from seeing his clients move from a place of being controlled to controlling their situation. William is the type of adviser who will laugh with you and celebrate with you but be there in the tough times when hard decisions have to be made. As he often says, “I’m in the business of building and cultivating relationships and simply being the compass on your journey.” When working with clients, he focuses on the holistic view by knowing the RIGHT questions to ask, helping his clients get to the right solution. He yearns to understand the “Why”, the risk they are willing to take, what keeps them up at night, the numbers and taking the time to portrait the end result! All of the long nights he spends in the office are worth it when he sees the plans he was a part of come to reality for his clients.