Description
Set the next generation up for success.
This fun, practical session helps teens and young adults make smart money moves early — from saving and investing to spotting bad advice.
We’ll talk about:
- Why saving early makes a huge difference
- How to start investing the right way
- Spotting red flags in online financial advice
- Building long-term habits for success
- Preparing for financial independence after high school or college
Date and Time
Wed, May 20, 2026
12:00p - 12:30p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®) and a Nonqualified Plan Consultant (NQPC™). He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.