LevelUp! Financial Literacy
An Ascend Professional and Personal Wellness Series
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Event Details
Date: Thursday, April 17, 2025
Time: 11:30 AM - 12:30 PM CST
Venue: Zoom Meeting
Admission: Members: Complimentary I Non-members: $10
Description
Please join us virtually on April 17, from 11:30 AM -12:30 PM for the first LevelUp! Event.
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This will be the first of a series of lunch and learn events to provide a meaningful forum which supports both career and personal development.
Our conversation-starter for this event will focus on “Financial Literacy.”
We can’t wait to see you and to provide insights on how to plan and manage your personal wealth!
Speaker
Santi Wong
Executive Director
J.P. Morgan Private Bank
Santi Wong is an Executive Director for J.P. Morgan Private Bank based in New York. She is a seasoned Banker for the Founders, Corporate Executives and Family Office team offering clients thoughtful strategies for preserving and growing their wealth for multiple generations. Santi’s primary focus is working with prominent Asian American families and leading Asian corporate executives in the U.S. She also does pro bono work with Asian communities in New York to provide insights on financial planning.
Moderator
Catherine Chung
Executive Director, J.P. Morgan Commercial Bank
International Payments
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.