Upcoming Events
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.
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
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.