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Upcoming Events




Financial Foundations Series: Session 3: Investment Strategies

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 3: Investment Strategies

  • Asset allocation
  • Risk tolerance
  • Diversification
  • Long-term VS short-term investing
  • How to align investments with your financial goals
  • Navigate market fluctuations with confidence

REGISTER HERE



Financial Foundations Series: Session 4: Taxes & Estate Planning

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 4: Taxes and Estate Planning

  • Basic tax strategies for young professionals
  • Brief introduction to estate planning essentials
     

This session will break down how to evaluate employer-provided health insurance plans and select the best option for your needs. Additionally, we’ll cover key considerations for first-time homebuyers, basic tax strategies for young professionals, and a brief introduction to estate planning essentials, including wills and beneficiaries.

REGISTER HERE