What’s a great way to start off the new year? Learn how to make a financial plan!

CNBC reported that 77% of Americans feel anxious about their financial situation. As young professionals, we work hard to grow our careers yet do we have a budget, know where our money is going, have an emergency fund, or have a retirement plan?

Boaty Alexander, CLU, ChFC is Partner, Vice President, and Wealth Manager with Church Street Wealth Advisors of Steward Partners Global Advisory. Boaty will teach us the hows and whys of building a personal financial plan. A good financial plan encompasses more than investing. It includes considering life goals, budgeting, insurance services, and so much more. So, if you’re anxious about your current financial situation, want to learn from a qualified advisor with over 20 years of experience, or simply want to know what a financial plan is, you’ll want to join us in the 2nd floor boardroom for this!