Young Professionals: Personal Finance Event

  • 07 Dec 2011
  • 5:30 PM - 7:30 PM
  • 4349 Easton Way Columbus, OH 43219
  • 29

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Whether you’re just starting your career, planning for a family or looking to buy a house or condo – chances are, at some point, you’re going to need some financial advice. For many Young Professionals “financial advice” usually means way-too-long lectures on the importance of saving. BORING! We understand it’s important, but we also want to know how we can have a little fun, where we can take risks, how to afford the things we want in life – and we want to be taken seriously.

That’s why Young Professionals of Columbus (YPC) is offering an event on Wednesday, Dec. 7 where you can get all that and more. Come learn how you can get your money to work for you. And not from some stodgy old banker – our experts are other Young Professionals who know what they’re talking about.

You’ll leave not only with a better understanding of what you need to focus on, but also with personalized plans for achieving your goals. Oh … and did we mention it’s FREE for YPC members!?

YPC will offer the three tracks below – each will last a half hour. You’ll have a chance to participate in all three and still get home in time for dinner.

WHO: Young Professionals of Columbus

WHEN: Wednesday, Dec. 7 (5:30-7:30 p.m.)

WHERE: Prudential Financial, 4349 Easton Way, Columbus, OH 43219 (Parking located in front of building)

Cost: $0 to members/$5 to non members

Sessions include:

1)      Investing/Retirement Planning – Seriously, It’s Not Just for Old People

Presenter- Rich Galzarano, Prudential Financial

  •        Utilizing your company’s 401k
  •        Identify risk tolerance for investments
  •       Come with: Familiarity with company benefits package (401k statement if available)
  •        Leave with: A short term and long term plan to reach personal goals

2)      Life Insurance – Because Unfortunately, You’re Not Invincible Anymore

Presenter- Jonathan Codispoti, Prudential Financial

  •         Why now is the best time to purchase life insurance
  •         What it can do for you
  •         Come with: An idea of provisions you would like for dependents/family members
  •         Leave with:  An understanding of the types of life insurance and what best suits your needs

3)      Personal Finance – Let Your Money Work for You

Presenter- Sarah Canterbury, Skylight Financial

  •        Creating and maintaining a budget
  •        Strategies to improve cash flow and jump start your savings
  •       Come with: An idea (or specific list) of monthly expenses; current budget if available
  •       Leave with: A personalized monthly budget sheet to track spending and saving

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