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THYL June Meeting: Young Leaders Take on Personal Finances

June 6 @ 12:00 pm - 1:00 pm

Young Leaders Take on Personal Finance


Young Leaders are not slackers, despite the “Millennial” negative press. On average, we are better educated than our predecessors, more ethnically diverse, and more economically active. It can also be argued that we confront greater difficulties— including economic uncertainty and student debt—than those who came before us. As a generation carrying new personal financial responsibility, it is critically important for us to be on a path leading toward financial security.


Key Takeaways


-Strategies for budgeting and saving


-Understanding investing basics


-Plan now to retire on your terms-understanding 401k, 403b, IRA, Roth IRA options


-Protecting your plans from risks


 


Ron Hodge – Financial Advisor, VALIC/AIG Retirement Services


I have been associated with the VALIC companies since 2018. In this role, I work with the retirement plans for Vigo County School Corporation, Vigo County, and the City of Terre Haute in addition to my private practice.


Previously I worked with Raymond James Financial as a Financial Advisor and Woodbury Financial as an Office Manager and Registered Tax Preparer.


Good financial planning requires expertise in many fields of knowledge. My experience and education creates a well that I pull from to help individuals and families plan for their future.


The Wabash Valley is home for me and my family so it makes me glad to be able to serve many of the people that make it a great place to live.


 


Want to enjoy lunch during the meeting?  Call ahead to Clabber Girl BakeShop at 812-478-7189 before you leave work and pick it up when you arrive!  Check out the menu here: Clabber Girl Menu.

Venue

Clabber Girl Corporation
900 Wabash Avenue, Terre Haute, IN 47807
Terre Haute, IN 47807 US
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