Meet Our Speaker
Karla Ukman
Karla Ukman Is not your father’s advisor™. As a Wealth Planner for over a decade, she has dedicated herself to empowering women and marginalized communities to achieve their financial goals. Her mission is to provide education and resources to navigate their financial journeys successfully.
She is passionate about the transformative power of financial education. She firmly believes that by providing individuals with the knowledge and tools they deserve, we can change generations to come. By instilling financial literacy and empowerment, Karla seeks to create a ripple effect that extends beyond individual success and positively impacts communities and future generations.
“I Am Not Your Father’s Advisor.”™
Financial Educator and Advocate
Karla equips individuals with the resources and education necessary to navigate their financial journeys successfully. Her dedication to education and empowerment is evident where she concentrates on the education behind the “why” when working with clients. Guiding them to understand the principles and motivations underlying their money goals . She believes in empowering her clients to build wealth their way by tailoring strategies that align with their unique values and goals.
- Financial Planning
- Wealth Management
- Insurance Services
- Speaking Engagements
Where CEOs, Buiness-Owners & C-suite Executives Unwind and Strategize ♦
Join Our Exclusive Symposium
Select your prefered date:
Testimonials
Frequently Asked Questions
What are the dates and times for the symposium?
The dates and times:
- April 23, 2025 – 11:00 AM ET
- July 16, 2025 – 11:00 AM ET
- October 15, 2025 – 11:00 AM ET
What’s included in the registration fee?
It depends on access level purchased. Please consult the access packages for details.
- Access to all workshops and keynote sessions.
- Networking opportunities with like-minded professionals.
- Post-event resources and tools to implement your strategies.
- Include 1:1 extended consultation with the speakers
Who is this event for?
This symposium it’s designed for the visionary leader in a million-dollar business seeking clarity and innovative strategies. It is for CEOs, business owners, and C-suite executives that recognize the significance of deciphering their financial story, desire a sanctuary for tailored wealth advisory, and aim to harness legal advantages.
By joining us, they aspire to fortify their leadership, align their businesses values, and leave with an impeccably vetted strategy. They understand the importance of informed decisions and seek a comprehensive roadmap toward amplified success.
Where is the event being held?
The event is being held virtually, so you can attend from anywhere.
