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Positioning Yourself for Success: Financial Planning for Gen Y
Time can be one of the most powerful tools young adults have when securing their financial futures. Time is on your side! Learn how to use it right to secure a solid financial foundation for yourself early on.
Financial Beginnings in partnership with the Oregonian and Portland State University School of Business present Positioning Yourself for Success: Financial Planning for Gen Y.
This is a free event open to the public!
Moderator:
Brent Hunsberger- It's Only Money Columnist for the Oregonian newspaper
Panelists:
William J. Bernstein, Author and Investment Manager, Co-principal of Efficient Frontier Advisors
Christopher Porter, Financial Advisor with Merrill Lynch
Josh Reich, CEO & Founder of Simple.com
Mark Strauss, Insurance Advisor of Leonard Adams Insurance
Agenda:
6:00-6:30pm Registration
6:30pm Panel begins
8:00pm Close of evening
Location:
Portland State University
Thank you to OnPoint Community Credit Union for serving as the Title Sponsor of this series!
Financial Beginnings is a 501(c)(3) nonprofit that has developed customized curricula for elementary-, middle-, and high school-aged youth, as well as programming for adults, high-risk college students, Spanish speakers, and more. Programs meet or exceed state education standards, and are always offered at no cost to the participant, partnering organization, or educational institution. Our programs increase equitable economic advancement and bolster communities that value financial education.
Our Mission
Financial Beginnings empowers youth and adults to take control of their financial futures. We provide educational programs that incorporate all aspects of personal finance to give individuals the foundation they need to make informed financial decisions.
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