United Way of RI's Young Leaders Circle to host 'Money Management for Millennials' workshop

Posted 2/15/18

With getting one's finances in order being among the top three New Year's resolutions for 2018, United Way of Rhode Island's (UWRI) Young Leaders Circle (YLC) is preparing to host a workshop designed exclusively to help young Rhode Islanders accomplish

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United Way of RI's Young Leaders Circle to host 'Money Management for Millennials' workshop

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With getting one’s finances in order being among the top three New Year’s resolutions for 2018, United Way of Rhode Island’s (UWRI) Young Leaders Circle (YLC) is preparing to host a workshop designed exclusively to help young Rhode Islanders accomplish just that.

Titled Financial Fitness: Money Management for Millennials, the half-day Saturday event is open to young adults across the state and will feature a series of workshops to help attendees gain the skills needed to set and manage a budget, start investing, and learn how to finance that next big purchase. The event will be held on Saturday, Feb. 3 from 9:30 a.m. to 1:00 p.m. at Equity National Title, 317 Iron Horse Way in Providence. The cost to attend is $10 per person with all proceeds benefiting UWRI’s adult education programs. Registration is available online, and a snow date of Saturday, Feb. 10 has been set.

The event will include an opening panel discussion and keynote, before attendees break out to participate in one of three 45-minute specialty workshops. Each attendee will have the opportunity to attend each workshop. Confirmed panelists and information on each specialty workshop is as follows: Opening Panel Discussion/Keynote

Ernie Almonte, CPA: Partner, RSM US LLP; Chairman, Northern RI Chamber of Commerce; former United States Audit Advisory Committee Chairman

David Almonte, CPA: Audit Manager, Grant Thornton LLP; AICPA Leadership Academy Member

Cheryl A. Dugas Ethier, CFP, CDFA, CPA/PFS: SK Wealth Management, L.L.C.

Session 1: Credit Building & Credit Repair

Speaker: Hillary Feeney, Director of Coaching, Capital Good Fund

Session 2: Mortgage

Speaker: Dariel Blanco, AVP, Community Lending Officer, BankNewport

Session 3: Creating a Personal Budget & Savings Strategies

Speaker: Kathleen C. Goulding, Senior Vice President, Coastway Community Bank

The Young Leaders Circle is the young professionals’ affinity group of United Way of Rhode Island. With more than 1,500 members, it is the largest group of its kind in the state. Members organize and participate in professional development opportunities, as well as actively volunteer in the community and raise funds in support of UWRI’s work. For more information or questions about the Feb. 3 financial workshops, or about YLC as a whole, please contact Carolina Correa at Carolina.Correa@uwri.org or 444-0639.

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