18 Dec Merlot & Money Management for Young Professionals
Merlot & Money Management
Speaker: Wendy Payne
DATE: Saturday, April 14, 2018
TIME: 2:00pm to 4:00pm
LOCATION: Bice Restaurant, 313 Peruvian Avenue, Palm Beach
Join us for an afternoon wine tasting and interactive discussion about common money management concerns.
Do you have questions about your income? Budgeting? Student loans or other debt? Buying a home? Investing? 401k savings? Starting a family? Launching a business? What can you do today to assess your current financial house?
Generally ‘getting your financial house in order’ can be confusing, and even intimidating for young professionals— in truth, it can be confusing and intimidating for all individuals and families regardless of age. This workshop is designed to educate young professionals in their 20s – 40s in making informed financial decisions, and teach them how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams.
As a special bonus, we will also learn about investments associated with disruptive innovation such as mobility-as-a-service, robotics, deep learning, CRISPR genome-editing, cryptoassets, frictionless value transfers and 3D printing. Our speaker is Wendy Ann Payne, CSA, CEP, Founding Partner of Centurion Wealth Management. www.CenturionWealth.com