Winnie Sun, one of the most reputable and influential financial advisors in the media today, has a strong presence on social media. Her trending business tweetchat on Twitter garners an impressive average of over 150 million impressions per week. With over 20 years of experience in the financial services industry, Winnie's expertise is recognized by her position on the CNBC Financial Advisor Council. She is also a regular contributor for esteemed publications such as Forbes, Fox News, and Digital Trends television. Her insights are highly sought after, leading to frequent quotes in renowned publications like The Wall Street Journal, The New York Times, and Yahoo! Finance, among others. In addition to her media contributions, Winnie holds the position of Managing Partner at Sun Group Wealth Partners. Prior to this role, she served as the First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. With her vast experience and knowledge, Winnie is an ideal choice for a PepTalk to enhance your team's financial well-being. Learn from her expertise and empower your team to achieve financial success.
This session will provide attendees with practical strategies and tools to take control of their personal finances and achieve financial empowerment. From budgeting and saving to investing and debt management, participants will learn how to make informed decisions and set achievable financial goals. By mastering their money, attendees will gain a sense of financial security, independence, and the ability to make their money work for them, ultimately leading to a more fulfilling and stress-free life.
