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Hosted by the Young Professionals of the Coastal Bend, this panel discussion explores essential financial strategies tailored for young professionals looking to build a strong financial foundation. Industry experts will provide insights on budgeting, saving, investing, and managing debt, equipping attendees with the tools to make informed financial decisions.Panelists include:
- Demetria Smith - Real Estate Agent, Berkshire Hathaway HomeServices
- Cindy Barrera - VP, Frost Wealth Advisors
- Andrew Flores, CFP, ChFC, CLU - CERTIFIED FINANCIAL PLANNER professional, Equitable Advisors
Topics will include:
- Smart Budgeting & Expense Management: Practical strategies to track spending, cut unnecessary costs, and allocate funds effectively.
- Saving & Investing for the Future: Understanding savings accounts, retirement plans (401(k), IRAs), and beginner-friendly investment strategies.
- Financial Goal Setting: Creating achievable short- and long-term financial goals to build wealth and financial security.
Whether you’re just starting your career or looking to refine your financial habits, this panel offers valuable insights to help you take control of your financial future.
This event will take place in the Channel View Room at the Port of Corpus Christi.
Space is limited and registration is required. This speaker series is free for YPCB members and $15 for non-members. Register Here: https://ypcoastalbend.com/speakers-series
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Event Venue & Nearby Stays
Port of Corpus Christi, 222 Power St, Corpus Christi, TX 78401-1529, United States,Corpus Christi, Texas
Tickets
