facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Upcoming Events





Financial Foundations Series: Session 1: Develop Strong Financial Habits

Starting your financial journey as a young professional can feel overwhelming, but making informed decisions early on can lead to long-term success. This four-part series will provide practical guidance on budgeting, investing, and essential financial planning topics to help you navigate your future with confidence.

Session 1: Develop Strong Financial Habits

  • Create a realistic budget
  • Manage cash flow
  • How credit cards work
  • Strategies to improve credit
  • Effective ways to manage and reduce debt
  • Marriage in the future? 
  • Starting a family? 

REGISTER HERE



Financial Foundations Series: Session 2: Investing Basics

Starting your financial journey as a young professional can feel overwhelming, but making informed decisions early on can lead to long-term success. This four-part series will provide practical guidance on budgeting, investing, and essential financial planning topics to help you navigate your future with confidence.

Session 2: Investing Basics

  • How to start investing
  • Understanding the power of compound interest
  • Basic stocks, bonds, mutual funds, index funds
  • Company benefit plans such as 401(k)s and individual retirement plans such as IRAs
  • Investment Research Tools: ValueLine, Morningstar, Bloomberg, etc.

REGISTER HERE