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YPN Power Lunch: Personal Finance and Building Wealth

Date: September 5, 2019
Time: 11:30 am - 1:00 pm
Location:  Show map St. Joseph County Public Library
304 S. Main St.
(Lower Level in the Humphreys Room)
South Bend, IN 46601

DETAILS

Young professionals today face unique financial challenges. Join us for our upcoming Power Lunch featuring a panel of local financial professionals who will share some wisdom on improving your financial health and preparing for the future.
Here are a few of the topics that will be covered:

  • Is FOMO keeping you from paying down your student loans and other debt? Student loan debt is at an all-time high and isn’t slowing down. How can a young professional pay down debt while also trying to build wealth for the future?
  • Are you taking advantage of your company's 401k matching and benefits programs? Previous generations could rely on pensions to fund retirement, but these pensions are disappearing. What can you do as a young professional to prepare for retirement?
  • Do you have a plan in place to set and achieve your financial goals? Learn how you can get a financial roadmap in place so that you can confidently save and invest for your future.

Registration is $15 and includes lunch catered by Martin's Catering. Not able to make this lunch session? Join us at the YP Summit where a similar session will be offered in more detail. 

Online registration closes at 5pm on Wednesday, September 4. 

REGISTER

 

MORE ON OUR PANEL

 

 Amanda Gadacz, Financial Advisor, Edward Jones: After spending the first decade of her career in the insurance industry, Amanda transitioned into the financial industry in 2014. Upon losing her father that same year and discovering the devastation that accompanies being financially unprepared in the event of losing a loved one, Amanda has made it her mission to help others plan for and protect their personal financial goals. In 2017, Amanda embarked on a solo journey to open her own Edward Jones branch in South Bend, Indiana. She effectively and compassionately assists her clients throughout every phase of their lives by using plain language, financial education and goal-based financial planning. She believes each person’s journey is unique and one size does not fit all, and consistently follows through with a personal approach to customer service. Amanda is a 2018 “40 Under 40” recipient and the former Chair of YPN South Bend. She serves on the board of The South Bend Regional Chamber of Commerce as well as The Ronald McDonald House Charities of Michiana. Among all of the hats she wears, Amanda is also a wife, a mom, a boss, and a self-proclaimed “personal finance nerd.”

 

 

 

 

 

Quentin Phillips, Branch Manager, Notre Dame Federal Credit Union: Quentin Phillips is an army veteran and current community leader in the finance industry. In his current role as Branch Manager at Notre Dame Federal Credit Union, he coaches his staff of financial physicians to change a life a day through financial literacy. He spends his free time serving the city of South Bend as the Secretary of the Redevelopment and the Economic Development Commissions. Phillips graduated from Ball State University with a Bachelor of Science in General Studies and is working towards earning his Master of Business Administration.

 

 

 

 

 

  

Nick Vail, Financial Advisor and Co-Owner, Integrity Wealth Advisors: Nick is a CERTIFIED FINANCIAL PLANNER™ and co-owner of Integrity Wealth Advisors.  He has been helping his clients live their best financial life for over 7 years. He aims to empower and enrich the lives of his those around him by building lasting relationships and removing the guesswork from their finances. He is a proud graduate of Purdue University with a degree in Financial Counseling and Planning. Just over 5 years ago, Nick and his father started Integrity Wealth Advisors and they now have two offices, one in Granger and the other in Carmel.