Fin Ed. Budgeting

June 27, 2023

Join us for an empowering session designed exclusively for high school and college students! We understand that the world of finance can seem overwhelming, but we’re here to equip you with the knowledge and tools you need to conquer it with confidence.

Our webinar will unravel the mysteries of budgeting and saving, revealing how these fundamental practices can shape your financial future. We will also discuss the importance of creating a financial plan that aligns with your personal goals. Our expert speakers, Kristine McHugh, CFP®, and Katy Valencia, will go beyond the basics and share their own real-life experiences, providing you with practical tips to overcome the financial challenges that await you in adulthood.

Key takeaways:

  • Uncover the true purpose and importance of having a budget.
  • Develop a solid understanding of different types of income, the 50/30/20 rule, and how to manage various expenses effectively.
  • Walk away with invaluable tools and resources to kick-start your journey towards creating your own budget.
  • We also have a Fin Ed. Investing session on July 13. Secure your spot now!
Featuring

Kristine McHugh, CFP®

Lead Advisor
Featuring

Katy Valencia

Advisor