SoFi Presents: Smart Money Social Club | Live

Welcome to the Smart Money Social Club. It’s a place for ambitious people to connect, have real conversations, and grow in their confidence around money. Our inaugural meeting will feature conversations designed to help women build the knowledge and confidence to invest in the market—and themselves. We’ll also share new research on women and investing, host live podcast recordings, candid Q&As, and more. Ready to start building your portfolio? Get up to $3,000 in stock when you fund a new self-directed invest account with SoFi. Offer ends 10/18/26.* www.sofi.com/wealth/app/campaign/onboarding-promo/welcome INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE Brokerage and self-directed investing products and services are available to eligible residents of the 50 U.S. states and Puerto Rico through SoFi Securities LLC, Member FINRA/SIPC. For a full listing of the fees associated with SoFi Invest, see our fee schedule. *Offer ends 10/18/26. The probability of a member receiving $3,000 is 0.028%. If you don’t make a selection in 45 days, you’ll no longer qualify for the promo. Members must fund their account with a minimum of $50.00 to qualify. The probability percentage is subject to decrease. Members are only eligible for the Stock Award promotion upon opening their first brokerage account; subsequent cash brokerage accounts are ineligible for the promo, including for members with multiple accounts. Full terms and conditions at SoFi.com/invest/clawpromotion3x/rules/. Livestream Schedule: 11:00 Opening Remarks From SoFi Chief Marketing Officer Lauren Stafford Webb 11:05 Keynote With economic commentator and author Kyla Scanlon 11:30 The Important Part With SoFi Chief Market Strategist Liz Thomas, global investor and macroeconomic researcher Rebecca Patterson, and CEO, entrepreneur, and author Emma Grede 12:30 From Financial Education to Smart Risk-Taking A conversation with former FDIC Chair Sheila Bair, and President and CEO of the Financial Technology Association Penny Lee 2:10 A Look Back at Richer Lives With SoFi Chief Marketing Officer Lauren Stafford Webb and SoFi Chief of Financial Empowerment and Your Rich BFF Vivian Tu 2:45 SoFi Coach℠ interlude With SoFi Principal Financial Planning Expert Lauren Anastasio 3:10 Richer Lives With SoFi Chief of Financial Empowerment and Your Rich BFF Vivian Tu and entrepreneur, author, and Emmy Award-winning television host Martha Stewart This content is provided for informational and educational purposes only and should not be construed as financial advice. Liz Thomas and Lauren Anastasio are  Registered Representatives of SoFi Securities, LLC and Investment Adviser Representatives of SoFi Wealth, LLC. Vivian Tu is a paid promoter of SoFi Technologies and is compensated for promoting  SoFi's products and services. None of the information provided should be deemed financial advice or a recommendation. Investment decisions should be based on your specific financial needs, goals, and risk appetite. Guest speakers are not employees of  SoFi and may be compensated for their appearance. The views expressed may not be representative of SoFi. ©2026 SoFi Technologies, inc. All rights reserved. BR26-4212600-G (edited)