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Bridging Finances - Navigating Money Talks with Parents & Partners in our Community

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Event Details

Date: Wednesday, April 30, 2025

Time: 6:00 PM - 8:30 PM ET

Venue: The Asian Herald Library, 1339 Baxter St, Charlotte, NC 28204-2915

Admission: Complimentary

Attire: Business Casual

Description

Money can be a tricky topic—especially when it comes to conversations with our parents or partners. Join us for Bridging Finances: Navigating Money Talks with Parents & Partners in our Community to gain practical tools and culturally sensitive strategies for approaching financial discussions with confidence and clarity.

 

Whether you're navigating generational differences, setting joint goals with your partner, or simply want to feel more empowered in money matters, this event is designed with you in mind. Let’s break the silence around finances and build stronger, more transparent relationships—together.

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Highlights:

  • Practical Tools: Learn actionable strategies for effective money talks.

  • Cultural Sensitivity: Understand the nuances of financial discussions across generations and cultures.

  • Empowerment: Feel confident and clear in your financial conversations.

 

Don't miss out! Join us and transform your financial discussions.

Speakers

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Lena Chun Lee

Advisory Board member

Estate Planning & Elder Law Attorney

Law Office of Lena Chun Lee

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Polly Outhay

Partner

CFEI | CFF | Retirement Planning Specialist

APA – Ali-Polly & Associates

Safety of our guests is paramount to Ascend. Attendees are responsible for monitoring their own condition and agree to comply with the safety, hygiene and CDC identified pandemic level communicable illnesses (including COVID-19) guidelines established by relevant health authorities. We request that attendees not attend an event should they test positive or if they experience COVID symptoms prior to the event.

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