Three financial moves to consider before year end.
You have built a career, a team and a legacy. Now let's make sure your money is working as hard as you are.
Join Titan Executive Network for a conversation about three financial priorities before year end: tax planning questions, savings and investment goals for 2027, and protecting what you have built. This practical session will be facilitated by Andrea Williams, CFP®, CLU®, ChFC®, a nationally recognized Wealth Management Advisor, CEO of Enlighten Wealth Planning and the first African-American woman in Northwestern Mutual's nearly 200 year history to achieve its top honor of Forum membership.
Bring the questions that reflect your life today, whether you are evaluating executive compensation, building a business, navigating a career transition, or reconsidering your long-term financial priorities.
Gain insights on how to:
Keep More: Year end tax planning opportunities and the questions to consider before the year closes
Build More: How to review your savings, investments and retirement goals and make a plan for 2027
Protect More: Ensure you get the legal and financial guidance relevant to your specific family and professional circumstances
This session is for educational purposes and is not personal financial advice.
RSVP opens Wednesday, October 14. TITAN Members: complimentary. Guests: $55
Andrea Williams, CFP®, CLU®, ChFC®, is a nationally recognized Wealth Management Advisor and the first African-American woman in Northwestern Mutual’s nearly 200-year history to achieve Forum membership—the company’s highest honor, reserved for the top 1% of the industry. She founded her financial planning firm in 2008. She holds a degree in Finance and Economics, summa cum laude, which was completed on a full academic scholarship at Dominican University.
After beginning her career in corporate finance, Andrea shifted her focus to personal financial planning with a mission to increase what she calls “financial fluency.” She is the CEO of Enlighten Wealth Planning and has been featured in Forbes, CNN, Black Enterprise, U.S. News. In 2019, she was named Millennial Financial Professional of the Year and recognized as one of Ariel Investments’ Top 40 Under 40 Game Changers. She also serves as a registered NFL Players Association Financial Advisor.
A sought-after and engaging speaker, Andrea is regularly invited to share her thought leadership at STEM and healthcare conferences, corporate leadership forums, and entrepreneurial summits globally. Her firm serves founders, executives, entertainers, athletes, and others who, like her, “operate in their own genius.”