Your Money, Your Future: Practical Steps to Build and Protect Wealth
NYC Fintech Women Chicago Chapter and M1 invite you to a practical, “no-fluff” session that provides insights on what questions to ask and how to prioritize building, managing, and protecting your wealth.
Hear from leaders in the space, including estate planning experts at Mitzi, as they break down common themes that actually matter: from choosing the right accounts and building a simple investing strategy to understanding estate planning and preparing for major life events.
This session is designed to give attendees clear and educational insights that are relevant whether you’re just getting started or looking to refine your approach.
Who Should Attend
Early to mid-career professionals looking to build a strong financial foundation
Operators, founders, and investors navigating equity, income, and long-term planning
Anyone looking to simplify their approach to investing and financial planning
Those who haven’t started—or want to revisit—their estate planning
About M1
M1 has created a personal wealth-building platform made for the modern era, uniting personal perspective and automated ease. We seamlessly combine free investing and low cost borrowing all in one intuitive place, and we’re driven by a mission to empower personal financial well-being. We believe that financial well-being is fundamental to overall well-being, and we strive to deliver products that are simpler, smarter, and stronger than those created by our boring, entrenched, and slow-moving competitors in the personal finance industry.
Our clients have already trusted us with over $12 billion of assets, we’re currently helping hundreds of thousands of people grow and manage their wealth with our industry-leading automation and tools, and we’re adding thousands of new clients every day.