Note: This workshop is capped at 20 participants

Total Workshop Time: 1 Hour 30 Minutes

Pre-requisites: None


Millennials face distinct challenges - increased student loan debt and underemployment - but they also have decades of earning potential ahead with time to retire debt and save. This workshop can help increase your financial literacy to help reach your financial goals.

In this workshop participants will:

  • Review money through a "generations" lens
  • Plan to maximize savings and reduce debt
  • Identify investment strategies for long term goals
  • Review how to retire on your terms with a plan
  • Look at unexpected events and strategies

Facilitated by: Sean Lankard, CFP, ChFC, Financial Advisor, VALIC

Related Classes

Level: Fundamental

Competency: Work Life Wellness

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