Young Professionals: Financial Foundations Lunch & Learn

Financial Foundations: Building Wealth & Planning for Your Future

Join us for an engaging and practical workshop on the core principles of personal finance and investing. Led by Andrew MacDougall with The Wealth Solutions Group at Robert W. Baird & Co., this session will equip you with the knowledge and strategies you need to make confident financial decisions—whether you’re just getting started or looking to strengthen your long-term plan.

What You’ll Learn:

• Investing Basics: Understand what stocks, bonds, funds, and other assets are, how they work, and how to evaluate risks and returns.

• Wealth-Building Strategies: Explore concepts like diversification, dollar-cost averaging, and the power of compounding—plus why starting early makes all the difference.

• Financial Planning Essentials: Learn how to budget with the 50/30/20 rule, evaluate your spending, set savings goals, and align your investments with your stage of life.

• Long-Term Success Drivers: Discover how proper asset allocation, savings habits, and planning for taxes, insurance, and estate needs create a secure financial future.

This session blends education with actionable takeaways, helping you focus on the “controllables” of personal finance so you can build confidence and peace of mind around money management.

Who should attend?
Young professionals ages 21–40 looking to take control of their personal finances and plan for a more secure, empowered future.

Lunch will be provided. Free to chamber members!