Recap: Young Adults and Financial Success

Recap: Young Adults and Financial Success

Thanks to Mariella Foley and Marianne Rodriguez of Round Table Wealth Management, for delivering an informative and personal webinar specifically designed for young adults who are new to financial planning.  We have included a recording of the event here:

The presentation focused on four key dimensions of financial planning:

1. Understanding your Personal Net Worth

2. Understanding your Personal  Debt Details

3. Sticking to your goals around Annual Spending Accounts

4. Developing and sticking to goals around Annual Saving

This 45-minute presentation is filled with easy tips and important tactics that we should all take into account as we navigate our finances.

Our next webinar, the Gap Year Advantage, is Wednesday, Feb 23 at 7 PM.  Please join the CWC and Holly Bull of the Center for Interim Programs, as she presents a special webinar discussing the gap year.

This webinar will define the gap year option, outline overall benefits and latest research, and cover potential challenges, including how the gap year has worked this past year despite Covid. This event is free and open to the public.

Registration is available here:

We hope you can join us on Wednesday. Thank you!