About this Event
Event Description
Your career is growing. Your income is increasing. Your responsibilities are expanding.
But is your investment strategy built for the future you actually want?
Too many young professionals and growing families rely on outdated or overly conservative investment strategies that may not fully align with their long-term growth goals. While protecting wealth matters, building wealth requires a strategy intentionally designed for long-term growth.
Join us for The Compound Effect — a relaxed, small-group roundtable focused on aggressive investing, intentional wealth building, and making smarter financial decisions while time and compounding are still powerful advantages.
This is not a traditional seminar or sales presentation.
Over cocktails and curated hors d’oeuvres, we’ll have an honest conversation around how to avoid stale investment strategies, think more intentionally about risk and long-term growth, and build wealth beyond earned income.
What We’ll Discuss
Aggressive investing for long-term growth
How young professionals and families can think about growth-oriented investing, risk tolerance, time horizon, and staying disciplined through market cycles.
Building wealth beyond your paycheck
How to shift from simply earning more to intentionally building assets that support long-term financial flexibility.
Using time and compounding to your advantage
Why the financial decisions you make now can have an outsized impact over the next 10, 20, and 30 years.
Balancing growth with smart risk management
How to pursue long-term investment growth while still accounting for liquidity, protection, and family responsibilities.
Protecting your income and family
Why life insurance and income protection become more important as your career, mortgage, children, and obligations grow.
Trusts and estate planning basics for young families
What to know about trusts, guardianship, asset protection, and creating clarity for the people you love.
Common mistakes in the early wealth-building years
The investing habits, missed opportunities, and emotional decisions that can quietly work against long-term wealth.
Who Should Attend
This roundtable is designed for:
Young professionals with growing income
Couples and young families planning for the future
Professionals who want to invest more aggressively and intentionally
High-earning households looking to make smarter long-term decisions
Anyone who wants to build wealth beyond earned income
What to Expect
A relaxed, upscale environment designed for real conversation
A focused discussion on aggressive investing and long-term wealth building
Thoughtful dialogue with other young professionals and growing families
Craft cocktails and curated hors d’oeuvres
Practical insights you can apply immediately
A small-group format — not a lecture, pitch, or sales presentation
Event Details
Date: Thursday, May 28
Time: 6:00 PM
Location:
3030 N Rocky Point Dr. W, Suite 280
Tampa, FL 33607
Important Note
This event is designed to be educational and conversational. Seating is intentionally limited to maintain a personal, high-quality discussion.
Reserve your seat today.
Disclosure
TruAdvisors provides this workshop for informational purposes only. The material presented is not intended as individualized financial, tax, or legal advice. Attendees should consult with appropriate professionals regarding their specific situation.
Event Venue & Nearby Stays
3030 N Rocky Point Dr W suite 280, 3030 North Rocky Point Drive West, Tampa, United States
USD 0.00
