September 22, 2021 @ 12:00 pm - 1:00 pm CDT - Free
Thanks to our partners at UBS, we are hosting a complimentary virtual event where you’ll learn how to talk to your kids about money! Not only will you be enlightened by financial experts Erica Frantz and Zach Johnston, but you can also munch on a free Crisp & Green lunch delivered to your doorstep. Tune in virtually for a safe, comfortable conversation and learn the tips and tricks on how to educate your kids about the value of money.
Don’t miss our other upcoming session in this four-part series:
Note: All attendees will receive a promo code to use for lunch at Crisp & Green on the day of the event.
With nearly 12 years of financial services experience, Erica Frantz enjoys offering high-net-worth individuals and families peace of mind and financial security by providing a disciplined approach to investing and creating customized solutions that fit their needs. Clients benefit from her goals-based planning, which first addresses their current and future needs and then creates a plan that is monitored to ensure they are on the path to achieving their goals.
Erica graduated from the University of Richmond where she earned her degree in business. She currently lives in Edina with her husband, Collin; her sons, Jack and Connor; and her daughter, Grace.
Zachary Johnston joined the Johnston Frantz team with 6 years of experience in the financial services industry. Having joined UBS in 2017 as a Wealth Planning Associate, Zach has partnered with experts across the firm to deliver financial plans and strategic resources to clients and advisors. He is passionate about working with families to ensure their finances efficiently achieve their goals and effectively communicate their values to their heir and surrounding community. Zach is excited to join the team to add his planning expertise as an Investment Advisor.
Zach graduated from Eckerd College in Florida with a degree in Music and has earned the CFP® and AWMA® designations. He currently lives in St. Paul, MN with his wife, Cassie; his daughter, Abigail; and his dog, Joey.
Learn more about UBS’ work on their website.
Refund Policy: Attendees can receive refunds up to 7 days before the event start date.
Please contact firstname.lastname@example.org for more information.