Millennial's Financial Common Ground

Start a family? Where to work? Where to live? Important decisions but do you know your significant other's FICA score? Join financial advisor William Perry for a low-key coffee club financial workshop with a small group of other millennials. Assess if you're on the same financial plan by answering questions individually and with your partner - your financial personality type and values, setting joint goals, and structuring financial accounts. Discuss topics from student loan debt repayment and maximizing your employer benefits to the real estate rumble and planning for retirement. Find common ground through fireside communication regarding "our" goals! Alcohol-free night. You pick up all food tab. Registration fee is for two individuals. Class schedule ~ September 15th & November 17th

There are no scheduled sessions at this time. Sign up to be notified when this course is available.

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